Position in MFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,087,886
+$957,100 QoQ
Shares Held
262,958
+70.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 2.900843480707946.ToString("F0")%
Shared 0.ToString("F0")%
None 97.09915651929205.ToString("F0")%
Common Shares in MFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $489,898,903 across 118 Banks - Regional names. MFG ranks #35 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,320,896 | $106,505,917 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
322,394 | $67,086,967 | |
| 3 | UMBF |
Umb Financial Corp
|
446,393 | $50,348,666 | |
| 4 | TFC |
Truist Financial Corp
|
721,661 | $33,174,756 | |
| 5 | USB |
US Bancorp De
|
404,649 | $21,045,794 | |
| 6 | FSBC |
Five Star Bancorp
|
466,980 | $17,614,485 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
186,501 | $11,184,464 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
184,540 | $10,633,194 |
All Filings in MFG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,087,886 | 262,958 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,130,786 | 154,479 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,032,034 | 154,035 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,031,863 | 185,587 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $993,276 | 180,268 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,007,941 | 206,123 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $855,921 | 204,766 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $363,411 | 85,913 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $298,189 | 74,922 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $346,490 | 100,724 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $320,903 | 93,558 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $225,878 | 73,576 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $240,870 | 85,415 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $214,871 | 75,659 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $111,465 | 50,437 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $91,441 | 40,822 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $127,222 | 49,503 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $78,534 | 30,798 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $84,464 | 29,741 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $84,761 | 29,741 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $86,546 | 29,741 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $68,085 | 26,700 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $17,773 | 6,970 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||