Position in LOB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,163,841
+$1,691,511 QoQ
Shares Held
224,384
-0.7% QoQ
Ownership
0.485%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#26
of 240 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WHITTIER TRUST CO holds $125,523,654 across 32 Banks - Regional names. LOB ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
260,344 | $64,101,899 | |
| 2 | EWBC |
East West Bancorp Inc
|
263,412 | $34,003,854 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
73,589 | $11,370,971 | |
| 4 | LOB |
Live Oak Bancshares, Inc.
This page
|
224,384 | $9,163,841 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,021 | $2,124,486 | |
| 6 | USB |
US Bancorp De
|
14,996 | $905,758 | |
| 7 | FITB |
Fifth Third Bancorp
|
14,194 | $800,115 | |
| 8 | MTB |
M&T Bank Corp
|
2,380 | $566,463 |
All Filings in LOB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,163,841 | 224,384 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||