Position in PB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,765,041
+$2,533,738 QoQ
Shares Held
130,471
+44.7% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 2.6680258448237537.ToString("F0")%
Shared 0.ToString("F0")%
None 97.33197415517625.ToString("F0")%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $208,703,709 across 284 Banks - Regional names. PB ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp De
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
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|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in PB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,765,041 | 130,471 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,231,303 | 90,165 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,776,204 | 71,985 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,063,932 | 29,384 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,219,142 | 17,082 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,209,367 | 16,050 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $562,362 | 7,803 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $369,102 | 6,037 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $427,306 | 6,496 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $328,829 | 4,855 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $260,401 | 4,771 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $270,426 | 4,788 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $263,367 | 4,281 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $294,208 | 4,048 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $269,920 | 4,048 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $276,356 | 4,048 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $278,976 | 4,021 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||