Position in EWBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$564,639
+$22,939 QoQ
Shares Held
4,374
-13.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#371
of 644 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OPPENHEIMER & CO INC holds $54,090,587 across 19 Banks - Regional names. EWBC ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
270,781 | $16,355,172 | |
| 2 | TFC |
Truist Financial Corp
|
145,770 | $7,262,261 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
99,294 | $5,734,228 | |
| 4 | FITB |
Fifth Third Bancorp
|
84,873 | $4,784,291 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
61,085 | $4,280,225 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,649 | $3,431,222 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
12,619 | $3,107,050 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
77,649 | $2,621,430 |
All Filings in EWBC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,639 | 4,374 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $541,700 | 5,074 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $570,266 | 5,074 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $540,127 | 5,074 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $512,372 | 5,074 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $459,660 | 5,121 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $450,072 | 4,700 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $588,446 | 7,112 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $520,811 | 7,112 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $547,045 | 6,915 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $461,990 | 6,421 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $247,737 | 4,700 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $248,113 | 4,700 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $260,850 | 4,700 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $309,730 | 4,700 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $315,558 | 4,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $304,560 | 4,700 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $371,394 | 4,700 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $369,796 | 4,700 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $364,438 | 4,700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $336,943 | 4,700 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $346,860 | 4,700 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $238,337 | 4,700 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||