Position in FINW
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$15,860
New position
Shares Held
1,000
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Western Wealth Management, LLC holds $11,314,837 across 35 Banks - Regional names. FINW ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMBH |
First Mid Bancshares, Inc.
|
84,964 | $3,499,667 | |
| 2 | USB |
US Bancorp De
|
47,219 | $2,455,859 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
793 | $1,494,535 | |
| 4 | RF |
Regions Financial Corp
|
29,014 | $757,845 | |
| 5 | MTB |
M&T Bank Corp
|
3,270 | $675,974 | |
| 6 | AX |
Axos Financial, Inc.
|
4,854 | $413,026 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,565 | $351,469 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,481 | $308,181 |
All Filings in FINW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,860 | 1,000 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||