Position in COFS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,998
+$7,670 QoQ
Shares Held
320
+611.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 10.ToString("F0")%
Shared 0.ToString("F0")%
None 90.ToString("F0")%
Common Shares in COFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Covestor Ltd holds $3,224,005 across 231 Banks - Regional names. COFS ranks #83 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNA |
Chain Bridge Bancorp Inc
|
6,039 | $210,761 | |
| 2 | OZK |
Bank OZK
|
4,378 | $200,906 | |
| 3 | TFSL |
TFS Financial CORP
|
9,249 | $129,948 | |
| 4 | BVFL |
BV Financial, Inc.
|
4,817 | $92,197 | |
| 5 | BOH |
Bank Of Hawaii Corp
|
1,136 | $84,348 | |
| 6 | FHB |
First Hawaiian, Inc.
|
3,377 | $83,209 | |
| 7 | FFBC |
First Financial Bancorp /Oh/
|
2,959 | $82,496 | |
| 8 | CVBF |
Cvb Financial Corp
|
4,193 | $81,302 |
All Filings in COFS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,998 | 320 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,328 | 45 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,332 | 46 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,578 | 55 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,496 | 52 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,601 | 73 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $989 | 32 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,289 | 45 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $629 | 23 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,047 | 104 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,178 | 60 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||