Position in LOB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$7,472,330
+$640,906 QoQ
Shares Held
225,955
+13.6% QoQ
Ownership
0.488%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WHITTIER TRUST CO holds $105,294,277 across 31 Banks - Regional names. LOB ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
254,831 | $53,027,782 | |
| 2 | EWBC |
East West Bancorp Inc
|
264,173 | $28,203,109 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
73,835 | $10,121,301 | |
| 4 | LOB |
Live Oak Bancshares, Inc.
This page
|
225,955 | $7,472,330 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,209 | $2,278,553 | |
| 6 | USB |
US Bancorp De
|
15,027 | $781,554 | |
| 7 | FITB |
Fifth Third Bancorp
|
14,098 | $654,992 | |
| 8 | TFC |
Truist Financial Corp
|
10,349 | $475,743 |
All Filings in LOB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,472,330 | 225,955 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,831,424 | 198,877 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,275,322 | 178,175 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $566 | 19 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,013 | 38 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,502 | 38 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,800 | 38 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,332 | 38 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,577 | 38 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,729 | 38 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $11,898 | 411 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,839 | 412 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $85,927 | 3,526 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $106,485 | 3,526 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $50,275 | 1,643 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||