Position in NRIM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$478,847
+$83,893 QoQ
Shares Held
17,262
0.0% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#80
of 156 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in NRIM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Summit Global Investments holds $15,141,915 across 21 Banks - Regional names. NRIM ranks #13 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
9,044 | $1,484,843 | |
| 2 | OFG |
Ofg Bancorp
|
28,664 | $1,406,542 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
41,545 | $1,402,559 | |
| 4 | BKU |
BankUnited, Inc.
|
24,535 | $1,188,720 | |
| 5 | HAFC |
Hanmi Financial Corp
|
34,577 | $1,120,294 | |
| 6 | KB |
KB Financial Group Inc.
|
10,576 | $1,110,056 | |
| 7 | CUBI |
Customers Bancorp, Inc.
|
12,850 | $1,016,435 | |
| 8 | PFS |
Provident Financial Services Inc
|
37,726 | $891,842 |
All Filings in NRIM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,847 | 17,262 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $394,954 | 17,262 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $481,853 | 18,108 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $388,840 | 17,952 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $418,550 | 4,488 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $324,364 | 4,430 | Shares | Sole | 2025-04-07 | |
| No filing history on record for this holder in this stock. | ||||||