Position in FSBW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$71,545
+$363 QoQ
Shares Held
1,854
+7.2% QoQ
Ownership
0.025%
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 100%
Shared 0%
None 0%
Common Shares in FSBW Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Copeland Capital Management, LLC holds $217,207,976 across 15 Banks - Regional names. FSBW ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
2,561,767 | $68,988,384 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
753,526 | $54,879,296 | |
| 3 | LKFN |
Lakeland Financial Corp
|
606,364 | $34,793,166 | |
| 4 | ESQ |
Esquire Financial Holdings, Inc.
|
304,647 | $32,749,552 | |
| 5 | PB |
Prosperity Bancshares Inc
|
360,290 | $24,204,280 | |
| 6 | BPOP |
Popular, Inc.
|
6,701 | $899,073 | |
| 7 | EWBC |
East West Bancorp Inc
|
2,065 | $220,459 | |
| 8 | PFBC |
Preferred Bank
|
895 | $81,167 |
All Filings in FSBW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,545 | 1,854 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $71,182 | 1,729 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $69,021 | 1,729 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $68,757 | 1,746 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $57,015 | 1,500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $58,346 | 1,421 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $62,330 | 1,401 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $32,905 | 948 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $34,483 | 933 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $27,523 | 933 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $27,844 | 926 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $34,511 | 1,150 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $35,412 | 1,059 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $28,404 | 1,042 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $29,542 | 1,029 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $31,093 | 1,003 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $32,957 | 980 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $33,087 | 956 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $34,067 | 478 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $31,584 | 470 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $16,220 | 296 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $11,931 | 291 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $11,223 | 291 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $10,224 | 284 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||