Position in IFS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$292,364
+$17,730 QoQ
Shares Held
5,824
-14.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026PINNACLE ASSOCIATES LTD holds $51,963,817 across 22 Banks - Regional names. IFS ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
69,997 | $14,565,675 | |
| 2 | TFC |
Truist Financial Corp
|
223,830 | $10,289,465 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
259,147 | $9,261,913 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,348 | $3,513,309 | |
| 5 | USB |
US Bancorp De
|
58,372 | $3,035,927 | |
| 6 | MTB |
M&T Bank Corp
|
7,523 | $1,555,154 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
24,126 | $1,446,836 | |
| 8 | SBSI |
Southside Bancshares Inc
|
40,670 | $1,264,430 |
All Filings in IFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,364 | 5,824 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $274,634 | 6,808 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||