Position in PFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,728,883
+$286,279 QoQ
Shares Held
115,435
0.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#70
of 314 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $386,338,670 across 79 Banks - Regional names. PFS ranks #41 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
324,529 | $24,816,732 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
1,331,201 | $23,602,193 | |
| 3 | WTFC |
Wintrust Financial Corp
|
131,834 | $21,188,359 | |
| 4 | TCBK |
Trico Bancshares /
|
373,947 | $20,137,045 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
598,048 | $19,885,095 | |
| 6 | VBNK |
VersaBank
|
680,000 | $15,782,800 | |
| 7 | EQBK |
Equity Bancshares Inc
|
305,000 | $14,941,950 | |
| 8 | FRST |
Primis Financial Corp.
|
801,797 | $13,125,416 |
All Filings in PFS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,728,883 | 115,435 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,442,604 | 115,435 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,279,841 | 115,435 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,414,723 | 125,245 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,386,794 | 250,245 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,151,000 | 300,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,774,000 | 200,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,640,000 | 250,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,305,000 | 300,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,371,000 | 300,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,409,000 | 300,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,065,702 | 265,906 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,451,000 | 150,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,397,500 | 125,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,670,000 | 125,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,744,860 | 89,480 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||