Position in SHBI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,462,419
+$95,632 QoQ
Shares Held
78,288
+1.3% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHBI 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. SHBI ranks #27 (0.7% 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 SHBI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,462,419 | 78,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,366,787 | 77,307 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,213,700 | 73,961 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,018,294 | 64,777 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $810,748 | 59,878 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $935,704 | 59,035 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $864,973 | 61,828 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $732,536 | 63,977 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $731,733 | 63,629 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $906,585 | 63,620 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $672,638 | 63,939 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1 | 105 | Shares | Sole | 2023-08-03 | |
| 2022-12-31 | $226 | 13 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||