Position in CWBC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$589,490
+$123,830 QoQ
Shares Held
25,300
+22.2% QoQ
Ownership
0.093%
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 CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $386,137,540 across 39 Banks - Regional names. CWBC ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
399,743 | $83,182,520 | |
| 2 | USB |
US Bancorp De
|
1,456,936 | $75,775,240 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,630,321 | $75,744,712 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
752,253 | $45,112,611 | |
| 5 | TFC |
Truist Financial Corp
|
647,709 | $29,775,182 | |
| 6 | WTFC |
Wintrust Financial Corp
|
111,201 | $15,450,266 | |
| 7 | EWBC |
East West Bancorp Inc
|
56,014 | $5,980,054 | |
| 8 | TCBI |
Texas Capital Bancshares Inc/Tx
|
49,549 | $4,701,208 |
All Filings in CWBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $589,490 | 25,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $465,660 | 20,696 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||