Position in SPFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$323,439
+$8,896 QoQ
Shares Held
7,507
0.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 156 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPFI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $827,796,244 across 24 Banks - Regional names. SPFI ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
590,515 | $91,246,377 | |
| 2 | NIC |
Nicolet Bankshares Inc
|
450,659 | $74,534,492 | |
| 3 | SBCF |
Seacoast Banking Corp Of Florida
|
2,213,453 | $73,597,312 | |
| 4 | FBNC |
First Bancorp /Nc/
|
1,138,275 | $72,769,920 | |
| 5 | CHCO |
City Holding Co
|
542,660 | $71,978,422 | |
| 6 | RNST |
Renasant Corp
|
1,689,571 | $71,874,350 | |
| 7 | FBK |
FB Financial Corp
|
1,283,508 | $71,042,167 | |
| 8 | SFNC |
Simmons First National Corp
|
3,082,648 | $69,821,977 |
All Filings in SPFI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,439 | 7,507 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $314,543 | 7,507 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $291,271 | 7,507 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $290,145 | 7,507 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $270,552 | 7,507 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $355,543 | 10,735 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $373,041 | 10,735 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $364,131 | 10,735 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $289,845 | 10,735 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $574,537 | 21,470 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $621,771 | 21,470 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $567,666 | 21,470 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $483,289 | 21,470 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $459,672 | 21,470 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $591,069 | 21,470 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $591,713 | 21,470 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $518,285 | 21,470 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $570,672 | 21,470 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $597,080 | 21,470 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $523,438 | 21,470 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $496,601 | 21,470 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $487,798 | 21,470 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||