Position in CIB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$13,772,666
New position
Shares Held
189,159
first reported quarter
Ownership
0.080%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Trek Financial, LLC holds $14,196,420 across 3 Banks - Regional names. CIB ranks #1 (97.0% of the industry book) .
All Filings in CIB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,772,666 | 189,159 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||