Position in EWBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,922,339
+$1,760,470 QoQ
Shares Held
22,638
+108.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#215
of 646 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in EWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. EWBC ranks #31 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,570,708 | $133,908,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
323,224 | $79,584,213 | |
| 3 | UMBF |
Umb Financial Corp
|
428,347 | $61,150,817 | |
| 4 | TFC |
Truist Financial Corp
|
680,372 | $33,896,133 | |
| 5 | FSBC |
Five Star Bancorp
|
467,107 | $22,743,439 | |
| 6 | USB |
US Bancorp \De\
|
375,575 | $22,684,730 | |
| 7 | NWG |
NatWest Group plc
|
1,013,954 | $17,876,009 | |
| 8 | MTB |
M&T Bank Corp
|
68,944 | $16,409,361 |
All Filings in EWBC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,922,339 | 22,638 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,161,869 | 10,883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,012,071 | 9,005 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $932,714 | 8,762 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $852,877 | 8,446 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $562,525 | 6,267 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $320,891 | 3,351 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $249,543 | 3,016 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $446,737 | 6,209 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $275,620 | 5,229 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $231,642 | 4,388 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $235,708 | 4,247 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,684,799 | 25,566 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $201,755 | 3,005 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,041,841 | 46,942 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $219,359 | 2,776 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $205,669 | 2,614 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $243,165 | 3,136 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $219,084 | 3,056 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $232,691 | 3,153 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $14,198 | 280 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,822 | 300 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||