Position in IFS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$318,976
+$26,612 QoQ
Shares Held
5,600
-3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 118 holders
Holding Since
Sep 2025
3 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 Jun 30, 2026PINNACLE ASSOCIATES LTD holds $60,522,032 across 23 Banks - Regional names. IFS ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
69,004 | $16,990,164 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
265,136 | $11,217,904 | |
| 3 | TFC |
Truist Financial Corp
|
222,050 | $11,062,531 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,695 | $4,008,091 | |
| 5 | USB |
US Bancorp De
|
60,178 | $3,634,751 | |
| 6 | MTB |
M&T Bank Corp
|
7,505 | $1,786,265 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
25,083 | $1,757,565 | |
| 8 | SBSI |
Southside Bancshares Inc
|
41,574 | $1,462,989 |
All Filings in IFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,976 | 5,600 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||