Position in IBN
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,458,972
-$284,118 QoQ
Shares Held
56,331
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $41,716,603 across 46 Banks - Regional names. IBN ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
117,044 | $6,087,457 | |
| 2 | RF |
Regions Financial Corp
|
118,687 | $3,100,104 | |
| 3 | BANC |
Banc Of California, Inc.
|
139,092 | $2,445,236 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,949 | $2,278,377 | |
| 5 | OZK |
Bank OZK
|
43,947 | $2,016,727 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
39,511 | $1,943,941 | |
| 7 | LYG |
Lloyds Banking Group plc
|
292,419 | $1,470,867 | |
| 8 | IBN |
Icici Bank Ltd
This page
|
56,331 | $1,458,972 |
All Filings in IBN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,458,972 | 56,331 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,743,090 | 58,493 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,385,086 | 78,898 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,713,386 | 50,933 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $701,698 | 22,262 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $685,496 | 22,957 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $831,471 | 27,855 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $772,482 | 26,813 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $700,789 | 26,535 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $474,082 | 19,886 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $391,375 | 16,928 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $397,783 | 17,235 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $380,714 | 17,642 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $267,802 | 12,234 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||