Position in COSO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$516
-$1,227 QoQ
Shares Held
21
-72.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in COSO 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. COSO ranks #138 (0.0% 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 COSO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516 | 21 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,743 | 75 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||