Position in PLBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$233,760
New position
Shares Held
4,000
first reported quarter
Ownership
0.057%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#61
of 104 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $9,100,119 across 11 Banks - Regional names. PLBC ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
54,516 | $3,292,766 | |
| 2 | TFC |
Truist Financial Corp
|
62,556 | $3,116,539 | |
| 3 | VLY |
Valley National Bancorp
|
25,055 | $367,055 | |
| 4 | MTB |
M&T Bank Corp
|
1,465 | $348,684 | |
| 5 | FULT |
Fulton Financial Corp
|
12,446 | $301,068 | |
| 6 | HWC |
Hancock Whitney Corp
|
3,941 | $294,471 | |
| 7 | HOPE |
Hope Bancorp Inc
|
21,453 | $293,477 | |
| 8 | ONB |
Old National Bancorp /In/
|
11,143 | $288,603 |
All Filings in PLBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,760 | 4,000 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||