Position in CWBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,161,856
+$185,237 QoQ
Shares Held
43,256
+3.2% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#49
of 148 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $112,716,793 across 56 Banks - Regional names. CWBC ranks #32 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
49,106 | $12,090,879 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
361,539 | $6,410,086 | |
| 3 | WTFC |
Wintrust Financial Corp
|
36,611 | $5,884,119 | |
| 4 | USB |
US Bancorp \De\
|
79,279 | $4,788,451 | |
| 5 | HDB |
Hdfc Bank Ltd
|
181,293 | $4,682,798 | |
| 6 | MTB |
M&T Bank Corp
|
17,738 | $4,221,821 | |
| 7 | IBN |
Icici Bank Ltd
|
135,617 | $3,936,961 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
58,871 | $3,723,590 |
All Filings in CWBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,856 | 43,256 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $976,619 | 41,915 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $972,045 | 43,202 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $583,811 | 28,014 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $552,542 | 28,321 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $502,840 | 27,210 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $532,868 | 27,510 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $532,076 | 27,626 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $528,619 | 28,574 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||