Position in CZWI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,386
+$406 QoQ
Shares Held
70
+27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $68,849,562 across 281 Banks - Regional names. CZWI ranks #223 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
55,192 | $11,484,903 | |
| 2 | TFC |
Truist Financial Corp
|
235,318 | $10,817,568 | |
| 3 | USB |
US Bancorp \De\
|
124,203 | $6,459,798 | |
| 4 | TCBK |
Trico Bancshares /
|
127,845 | $6,077,751 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
208,115 | $5,708,594 | |
| 6 | MTB |
M&T Bank Corp
|
26,401 | $5,457,614 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,250 | $3,885,887 | |
| 8 | FITB |
Fifth Third Bancorp
|
42,414 | $1,970,554 |
All Filings in CZWI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,386 | 70 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $980 | 55 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $739 | 46 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||