Position in MBWM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,122,732
+$1,821,839 QoQ
Shares Held
280,786
-0.8% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 206 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $2,767,084,094 across 105 Banks - Regional names. MBWM ranks #28 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
5,748,864 | $402,822,900 | |
| 2 | FHN |
First Horizon Corp
|
13,113,410 | $336,227,832 | |
| 3 | RF |
Regions Financial Corp
|
8,849,447 | $267,253,299 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
3,858,896 | $266,997,014 | |
| 5 | BPOP |
Popular, Inc.
|
1,194,168 | $196,058,502 | |
| 6 | ASB |
Associated Banc-Corp
|
3,764,147 | $115,822,803 | |
| 7 | MTB |
M&T Bank Corp
|
427,627 | $101,779,502 | |
| 8 | FBP |
First Bancorp /Pr/
|
3,294,478 | $85,887,041 |
All Filings in MBWM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,122,732 | 280,786 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,300,893 | 283,186 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $14,193,636 | 295,086 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,512,870 | 300,286 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,767,012 | 318,186 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,965,351 | 321,486 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $12,755,727 | 286,710 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,094,219 | 276,629 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,553,433 | 260,129 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,675,799 | 225,404 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,587,937 | 212,678 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,573,876 | 212,678 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,874,166 | 212,678 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,464,061 | 211,382 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,042,757 | 150,620 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,995,995 | 134,500 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,572,045 | 143,100 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,123,042 | 144,637 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,173,755 | 147,695 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $5,277,583 | 164,770 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $5,220,674 | 172,870 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,786,381 | 178,207 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,841,612 | 178,197 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,286,793 | 182,397 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,415,972 | 195,397 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,380,009 | 206,897 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||