Position in OCFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$244,125
+$18,625 QoQ
Shares Held
12,500
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 229 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OCFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CWA Asset Management Group, LLC holds $24,191,465 across 16 Banks - Regional names. OCFC ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHN |
First Horizon Corp
|
306,050 | $7,847,122 | |
| 2 | MTB |
M&T Bank Corp
|
24,451 | $5,819,582 | |
| 3 | TFC |
Truist Financial Corp
|
49,666 | $2,474,360 | |
| 4 | NPB |
Northpointe Bancshares Inc
|
74,853 | $1,435,680 | |
| 5 | USB |
US Bancorp De
|
20,314 | $1,226,965 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
17,151 | $1,201,770 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
3,339 | $822,128 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
16,448 | $753,811 |
All Filings in OCFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,125 | 12,500 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $225,500 | 12,500 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $228,216 | 12,714 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $219,625 | 12,500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $220,125 | 12,500 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $212,625 | 12,500 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $226,250 | 12,500 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||