Position in MBWM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,530,472
+$184,446 QoQ
Shares Held
26,654
0.0% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#49
of 206 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $386,338,670 across 79 Banks - Regional names. MBWM ranks #45 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
324,529 | $24,816,732 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
1,331,201 | $23,602,193 | |
| 3 | WTFC |
Wintrust Financial Corp
|
131,834 | $21,188,359 | |
| 4 | TCBK |
Trico Bancshares /
|
373,947 | $20,137,045 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
598,048 | $19,885,095 | |
| 6 | VBNK |
VersaBank
|
680,000 | $15,782,800 | |
| 7 | EQBK |
Equity Bancshares Inc
|
305,000 | $14,941,950 | |
| 8 | FRST |
Primis Financial Corp.
|
801,797 | $13,125,416 |
All Filings in MBWM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,530,472 | 26,654 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,346,026 | 26,654 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||