Position in PFIS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$34,877
-$5,211 QoQ
Shares Held
654
-20.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PFIS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,561,195 across 285 Banks - Regional names. PFIS ranks #217 (0.0% 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
|
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 PFIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,877 | 654 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,088 | 823 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $47,005 | 967 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,935 | 181 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,558 | 125 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,039 | 118 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,641 | 99 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2 | 37 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $86 | 2 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||