Position in FSBW
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$312,579
-$20,898 QoQ
Shares Held
8,100
0.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $23,195,178 across 23 Banks - Regional names. FSBW ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
373,262 | $4,912,127 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
273,681 | $4,283,107 | |
| 3 | CIVB |
Civista Bancshares, Inc.
|
162,128 | $3,694,897 | |
| 4 | FITB |
Fifth Third Bancorp
|
27,058 | $1,257,114 | |
| 5 | KEY |
Keycorp /New/
|
62,486 | $1,252,844 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,884 | $1,224,401 | |
| 7 | TFC |
Truist Financial Corp
|
16,828 | $773,583 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
40,533 | $677,306 |
All Filings in FSBW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,579 | 8,100 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $333,477 | 8,100 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $541,714 | 13,570 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $566,678 | 14,390 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $546,963 | 14,390 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $590,853 | 14,390 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $640,211 | 14,390 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $524,515 | 14,390 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $548,070 | 15,790 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $583,598 | 15,790 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $495,305 | 16,790 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $504,875 | 16,790 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $503,867 | 16,790 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $561,457 | 16,790 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $457,695 | 16,790 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $482,040 | 16,790 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $520,490 | 16,790 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $564,647 | 16,790 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $581,101 | 16,790 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $598,311 | 8,395 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $517,104 | 7,695 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $421,686 | 7,695 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $298,685 | 7,285 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $280,982 | 7,285 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $262,260 | 7,285 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||