Position in EGBN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$641,131
+$59,074 QoQ
Shares Held
22,583
-3.5% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 201 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EGBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $38,069,507 across 25 Banks - Regional names. EGBN ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
291,615 | $10,241,518 | |
| 2 | BWFG |
Bankwell Financial Group, Inc.
|
87,538 | $5,142,857 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
102,945 | $4,717,969 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
59,958 | $2,536,822 | |
| 5 | USB |
US Bancorp De
|
28,816 | $1,740,486 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
6,640 | $1,634,900 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
64,333 | $1,402,459 | |
| 8 | TFC |
Truist Financial Corp
|
27,175 | $1,353,858 |
All Filings in EGBN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,131 | 22,583 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $582,057 | 23,404 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $23,819 | 1,178 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $629,672 | 26,806 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $821,284 | 27,249 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $580,651 | 27,070 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $565,268 | 26,714 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,014,709 | 30,317 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,341,931 | 30,450 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,354,101 | 30,212 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,422,774 | 30,010 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,730,880 | 30,361 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,293,164 | 22,166 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,283,457 | 22,321 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,981,175 | 70,991 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,781,049 | 71,059 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,813,190 | 68,116 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $2,492,083 | 82,492 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||