Position in CWBC
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$87,654
+$3,009 QoQ
Shares Held
3,762
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BFSG, LLC holds $2,321,435 across 14 Banks - Regional names. CWBC ranks #11 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSBC |
Wesbanco Inc
|
9,692 | $334,277 | |
| 2 | WAL |
Western Alliance Bancorporation
|
4,658 | $330,019 | |
| 3 | FLG |
Flagstar Bank, National Association
|
24,666 | $324,851 | |
| 4 | PB |
Prosperity Bancshares Inc
|
3,758 | $252,462 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,277 | $196,140 | |
| 6 | FHN |
First Horizon Corp
|
8,040 | $182,990 | |
| 7 | BSRR |
Sierra Bancorp
|
4,530 | $153,657 | |
| 8 | PEBO |
Peoples Bancorp Inc
|
4,507 | $148,145 |
All Filings in CWBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,654 | 3,762 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $84,645 | 3,762 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $78,400 | 3,762 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $79,834 | 4,092 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $75,620 | 4,092 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $79,262 | 4,092 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $84,975 | 4,412 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $81,622 | 4,412 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||