Position in PFBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,897,430
New position
Shares Held
55,500
first reported quarter
Ownership
0.468%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#36
of 228 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 42%
Shared 0%
None 58%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $313,100,839 across 40 Banks - Regional names. PFBC ranks #23 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,040,134 | $62,824,093 | |
| 2 | HWC |
Hancock Whitney Corp
|
233,269 | $17,429,859 | |
| 3 | CATY |
Cathay General Bancorp
|
247,985 | $15,372,590 | |
| 4 | OFG |
Ofg Bancorp
|
307,009 | $15,064,931 | |
| 5 | OCFC |
Oceanfirst Financial Corp
|
734,313 | $14,341,132 | |
| 6 | ABCB |
Ameris Bancorp
|
146,609 | $13,232,928 | |
| 7 | IBOC |
International Bancshares Corp
|
165,542 | $12,572,914 | |
| 8 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
238,951 | $9,713,358 |
All Filings in PFBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,897,430 | 55,500 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||