Position in MCBS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,605
+$1,075 QoQ
Shares Held
56
+180.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Avion Wealth holds $547,106 across 65 Banks - Regional names. MCBS ranks #33 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBX |
Third Coast Bancshares, Inc.
|
6,800 | $257,244 | |
| 2 | FHN |
First Horizon Corp
|
2,493 | $56,740 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
244 | $50,773 | |
| 4 | USB |
US Bancorp \De\
|
326 | $16,955 | |
| 5 | TFC |
Truist Financial Corp
|
293 | $13,469 | |
| 6 | MTB |
M&T Bank Corp
|
56 | $11,576 | |
| 7 | NEWT |
NewtekOne, Inc.
|
1,000 | $10,950 | |
| 8 | NU |
Nu Holdings Ltd.
|
600 | $8,622 |
All Filings in MCBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,605 | 56 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $530 | 20 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $526 | 19 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $543 | 19 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||