Position in EWBC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$972,047
+$278,214 QoQ
Shares Held
7,530
+15.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#307
of 646 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. EWBC ranks #30 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
65,354 | $16,091,461 | |
| 2 | USB |
US Bancorp De
|
193,924 | $11,713,009 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
65,020 | $6,559,217 | |
| 4 | TFC |
Truist Financial Corp
|
97,766 | $4,870,702 | |
| 5 | FITB |
Fifth Third Bancorp
|
64,043 | $3,610,103 | |
| 6 | RF |
Regions Financial Corp
|
102,153 | $3,085,020 | |
| 7 | UMBF |
Umb Financial Corp
|
16,041 | $2,290,013 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
31,425 | $2,201,949 |
All Filings in EWBC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,047 | 7,530 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $693,833 | 6,499 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $928,341 | 8,260 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $718,431 | 6,749 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $698,276 | 6,915 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $696,268 | 7,757 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $366,665 | 3,829 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $321,444 | 3,885 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $498,696 | 6,810 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,242,360 | 17,267 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $1,166,273 | 14,823 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,040,354 | 13,417 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,190,340 | 16,604 | Shares | Sole | 2021-08-10 | |
| 2020-03-31 | $246,254 | 9,567 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||