Position in LOB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$8,102
-$16,046 QoQ
Shares Held
245
-65.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026CrossGen Wealth, LLC holds $3,566,581 across 6 Banks - Regional names. LOB ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBSI |
United Bankshares Inc/Wv
|
51,782 | $2,144,810 | |
| 2 | FBNC |
First Bancorp /Nc/
|
19,488 | $1,098,148 | |
| 3 | TFC |
Truist Financial Corp
|
4,476 | $205,761 | |
| 4 | HTB |
HomeTrust Bancshares, Inc.
|
2,140 | $91,271 | |
| 5 | FULT |
Fulton Financial Corp
|
909 | $18,489 | |
| 6 | LOB |
Live Oak Bancshares, Inc.
This page
|
245 | $8,102 |
All Filings in LOB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,102 | 245 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $24,148 | 703 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||