Position in CWBC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$976,619
+$4,574 QoQ
Shares Held
41,915
-3.0% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 88.7462722175832.ToString("F0")%
Shared 0.ToString("F0")%
None 11.253727782416796.ToString("F0")%
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $99,829,069 across 54 Banks - Regional names. CWBC ranks #33 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
50,811 | $10,573,260 | |
| 2 | NWG |
NatWest Group plc
|
397,294 | $5,919,679 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
364,627 | $5,706,411 | |
| 4 | WTFC |
Wintrust Financial Corp
|
36,671 | $5,095,068 | |
| 5 | HDB |
Hdfc Bank Ltd
|
185,540 | $4,616,235 | |
| 6 | USB |
US Bancorp De
|
84,396 | $4,389,435 | |
| 7 | MTB |
M&T Bank Corp
|
19,328 | $3,995,483 | |
| 8 | TFC |
Truist Financial Corp
|
83,891 | $3,856,469 |
All Filings in CWBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||