Position in CPF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$29,184
+$4,767 QoQ
Shares Held
764
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#162
of 201 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Salomon & Ludwin, LLC holds $4,906,088 across 92 Banks - Regional names. CPF ranks #34 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
21,859 | $1,089,015 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
22,182 | $938,520 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
6,020 | $275,896 | |
| 4 | CARE |
Carter Bankshares, Inc.
|
4,365 | $148,453 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
598 | $147,239 | |
| 6 | PRK |
Park National Corp /Oh/
|
610 | $111,623 | |
| 7 | MTB |
M&T Bank Corp
|
327 | $77,829 | |
| 8 | BRBS |
Blue Ridge Bankshares, Inc.
|
19,634 | $69,308 |
All Filings in CPF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,184 | 764 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $24,417 | 764 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,614 | 116 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,433 | 245 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||