Position in FVCB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$187,839
+$16,468 QoQ
Shares Held
12,366
+0.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FVCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cresset Asset Management, LLC holds $67,256,608 across 39 Banks - Regional names. FVCB ranks #38 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
188,469 | $8,663,919 | |
| 2 | USB |
US Bancorp \De\
|
163,759 | $8,517,105 | |
| 3 | MTB |
M&T Bank Corp
|
40,697 | $8,412,883 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
38,593 | $8,030,817 | |
| 5 | UCB |
United Community Banks Inc
|
241,611 | $7,608,330 | |
| 6 | OVLY |
Oak Valley Bancorp
|
140,282 | $4,549,345 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
104,495 | $2,119,158 | |
| 8 | BFST |
Business First Bancshares, Inc.
|
70,503 | $1,906,401 |
All Filings in FVCB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $187,839 | 12,366 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $171,371 | 12,320 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $159,025 | 12,261 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $144,019 | 12,205 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $129,006 | 12,205 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $153,416 | 12,205 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $159,275 | 12,205 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $133,278 | 12,205 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $150,276 | 12,338 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $175,199 | 12,338 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $158,049 | 12,338 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $131,447 | 12,205 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $129,983 | 12,205 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $162,082 | 9,764 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||