Position in FGBIP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$96,838
+$32,796 QoQ
Shares Held
11,926
0.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FGBIP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,561,195 across 285 Banks - Regional names. FGBIP ranks #164 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp De
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in FGBIP
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FGBI | $48,419 | 5,963 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $48,419 | 5,963 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 FGBI | $32,021 | 5,963 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $32,021 | 5,963 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 FGBI | $47,823 | 5,963 | Shares | Sole | 2025-10-15 | |
| 2025-09-30 | $47,823 | 5,963 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 FGBI | $49,015 | 5,963 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $49,015 | 5,963 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 FGBI | $45,915 | 5,963 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $45,915 | 5,963 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 FGBI | $67,739 | 5,963 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $67,739 | 5,963 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 FGBI | $63,505 | 5,963 | Shares | Sole | 2024-10-08 | |
| 2024-09-30 | $63,505 | 5,963 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 FGBI | $53,667 | 5,963 | Shares | Sole | 2024-07-10 | |
| 2024-06-30 | $53,667 | 5,963 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 FGBI | $60,524 | 5,963 | Shares | Sole | 2024-04-05 | |
| 2024-03-31 | $60,524 | 5,963 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 FGBI | $66,308 | 5,963 | Shares | Sole | 2024-02-01 | |
| 2023-12-31 | $66,308 | 5,963 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 FGBI | $65,593 | 5,963 | Shares | Sole | 2023-10-11 | |
| 2023-09-30 | $65,593 | 5,963 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FGBI | $67,083 | 5,963 | Shares | Sole | 2023-08-03 | |
| 2023-06-30 | $67,083 | 5,963 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 FGBI | $93,440 | 5,963 | Shares | Sole | 2023-05-01 | |
| 2023-03-31 | $93,440 | 5,963 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 FGBI | $139,832 | 5,963 | Shares | Sole | 2023-02-01 | |
| 2022-12-31 | $139,832 | 5,963 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 FGBI | $130,470 | 5,963 | Shares | Sole | 2022-10-27 | |
| 2022-09-30 | $130,470 | 5,963 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 FGBI | $144,960 | 5,963 | Shares | Sole | 2022-07-28 | |
| 2022-06-30 | $144,960 | 5,963 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 FGBI | $286,394 | 11,963 | Shares | Sole | 2022-04-21 | |
| 2022-03-31 | $286,394 | 11,963 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 FGBI | $243,805 | 11,963 | Shares | Sole | 2022-01-31 | |
| 2021-12-31 | $243,805 | 11,963 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 FGBI | $211,845 | 10,875 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 FGBI | $194,771 | 10,875 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 FGBI | $193,248 | 10,875 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 FGBI | $131,696 | 10,875 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 FGBI | $133,001 | 10,875 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 FGBI | $156,926 | 10,875 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||