Position in FBK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$65,523,296
-$3,929,959 QoQ
Shares Held
1,261,519
+1.4% QoQ
Ownership
2.45%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 75.61487381482166.ToString("F0")%
Shared 0.ToString("F0")%
None 24.385126185178343.ToString("F0")%
Common Shares in FBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $902,963,360 across 21 Banks - Regional names. FBK ranks #10 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
743,728 | $101,950,234 | |
| 2 | SSB |
SouthState Bank Corp
|
1,013,170 | $93,738,488 | |
| 3 | FBNC |
First Bancorp /Nc/
|
1,285,239 | $72,423,217 | |
| 4 | NIC |
Nicolet Bankshares Inc
|
486,751 | $72,340,933 | |
| 5 | RNST |
Renasant Corp
|
1,978,547 | $71,484,903 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
1,994,507 | $71,283,680 | |
| 7 | CHCO |
City Holding Co
|
575,096 | $68,735,473 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
2,267,167 | $68,672,488 |
All Filings in FBK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,523,296 | 1,261,519 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $69,453,255 | 1,244,682 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,460,976 | 331,198 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||