Position in CPF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$133,369
+$4,741 QoQ
Shares Held
4,173
+1.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CPF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,512,776 across 285 Banks - Regional names. CPF ranks #141 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp \De\
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in CPF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,369 | 4,173 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $128,628 | 4,128 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $122,148 | 4,026 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $107,579 | 3,838 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $115,866 | 4,285 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $105,916 | 3,646 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $102,606 | 3,477 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $41,488 | 1,957 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $12,008 | 608 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $413 | 21 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,000 | 60 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $942 | 60 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,239 | 181 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2 | 109 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $7,841 | 379 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,939 | 510 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $11,494 | 412 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $11,296 | 401 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $2,840 | 109 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $2,908 | 109 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,072 | 109 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,479 | 109 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,747 | 109 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,733 | 109 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||