Position in PRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$30,376
+$3,244 QoQ
Shares Held
166
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 271 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Caldwell Trust Co holds $5,965,239 across 21 Banks - Regional names. PRK ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
12,578 | $2,080,275 | |
| 2 | FNWD |
Finward Bancorp
|
40,430 | $1,487,015 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,652 | $652,975 | |
| 4 | TFC |
Truist Financial Corp
|
7,844 | $390,788 | |
| 5 | ONB |
Old National Bancorp /In/
|
10,689 | $276,845 | |
| 6 | FITB |
Fifth Third Bancorp
|
4,452 | $250,959 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,241 | $199,302 | |
| 8 | USB |
US Bancorp \De\
|
2,603 | $157,221 |
All Filings in PRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,376 | 166 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $27,132 | 166 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $25,261 | 166 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $26,979 | 166 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $27,765 | 166 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $25,132 | 166 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $28,457 | 166 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $30,404 | 181 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $25,763 | 181 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $24,588 | 181 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $24,047 | 181 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $17,108 | 181 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $18,519 | 181 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $21,461 | 181 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $25,475 | 181 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $22,530 | 181 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $21,946 | 181 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $23,779 | 181 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $24,853 | 181 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $22,072 | 181 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $68,221 | 581 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $75,123 | 581 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $61,010 | 581 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $47,618 | 581 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $40,890 | 581 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $45,108 | 581 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||