Position in CHMG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$223,740
New position
Shares Held
3,000
first reported quarter
Ownership
0.062%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#62
of 103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $9,985,091 across 15 Banks - Regional names. CHMG ranks #14 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
27,569 | $1,931,759 | |
| 2 | NU |
Nu Holdings Ltd.
|
118,793 | $1,587,074 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
8,667 | $1,339,224 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,389 | $1,080,659 | |
| 5 | USB |
US Bancorp \De\
|
9,387 | $566,974 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,317 | $525,199 | |
| 7 | EWBC |
East West Bancorp Inc
|
3,911 | $504,870 | |
| 8 | 6,285 | $480,299 |
All Filings in CHMG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,740 | 3,000 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||