Position in MBWM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,016,563
+$2,776 QoQ
Shares Held
17,704
-11.8% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 206 holders
Holding Since
Mar 2025
6 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, 2026IEQ CAPITAL, LLC holds $347,750,836 across 134 Banks - Regional names. MBWM ranks #60 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
208,652 | $51,374,295 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
415,311 | $29,100,840 | |
| 3 | PB |
Prosperity Bancshares Inc
|
272,487 | $19,899,725 | |
| 4 | WAL |
Western Alliance Bancorporation
|
221,479 | $18,205,573 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
146,831 | $14,812,311 | |
| 6 | EWBC |
East West Bancorp Inc
|
95,834 | $12,371,211 | |
| 7 | BPOP |
Popular, Inc.
|
65,194 | $10,703,550 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
320,277 | $10,264,877 |
All Filings in MBWM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,563 | 17,704 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,013,787 | 20,075 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $920,441 | 19,136 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,160,685 | 25,793 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $610,848 | 13,162 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $226,887 | 5,223 | Shares | Other | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||