Position in PB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,781,111
-$3,159,177 QoQ
Shares Held
473,074
-6.4% QoQ
Ownership
0.469%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 56%
Shared 44%
None 0%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026PALISADE CAPITAL MANAGEMENT, LP holds $199,542,839 across 10 Banks - Regional names. PB ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSFS |
Wsfs Financial Corp
|
587,253 | $38,441,581 | |
| 2 | PB |
Prosperity Bancshares Inc
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|
473,074 | $31,781,111 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
219,375 | $30,071,925 | |
| 4 | RNST |
Renasant Corp
|
773,837 | $27,958,730 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
989,695 | $27,147,333 | |
| 6 | FULT |
Fulton Financial Corp
|
1,189,294 | $24,190,239 | |
| 7 | WABC |
Westamerica Bancorporation
|
304,954 | $15,903,351 | |
| 8 | BOKF |
Bok Financial Corp
|
17,470 | $2,237,208 |
All Filings in PB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,781,111 | 473,074 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,940,288 | 505,575 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,415,386 | 503,623 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,886,107 | 510,907 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,626,620 | 527,205 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $40,273,746 | 534,489 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,079,697 | 528,371 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,469,570 | 563,781 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,722,001 | 573,457 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,824,294 | 499,399 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,372,405 | 556,475 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,578,124 | 523,692 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,760,799 | 500,013 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $35,688,205 | 491,032 | Shares | Sole | 2023-03-24 | |
| 2022-09-30 | $33,316,395 | 499,646 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,051,369 | 498,775 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $34,461,254 | 496,703 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $38,112,366 | 527,142 | Shares | Sole | 2022-04-21 | |
| 2021-09-30 | $37,177,730 | 522,673 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,763,193 | 386,674 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $29,227,320 | 390,270 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $21,589,964 | 311,274 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,550,232 | 396,493 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,657,685 | 381,571 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $18,133,942 | 375,833 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||