Position in TCBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,398,165
+$1,356,017 QoQ
Shares Held
71,646
+12.5% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#81
of 372 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TCBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CIBC WORLD MARKET INC. holds $238,277,326 across 33 Banks - Regional names. TCBI ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
1,857,747 | $32,752,079 | |
| 2 | BOKF |
Bok Financial Corp
|
230,700 | $32,039,616 | |
| 3 | VBNK |
VersaBank
|
1,151,992 | $26,737,734 | |
| 4 | USB |
US Bancorp De
|
393,862 | $23,789,264 | |
| 5 | BPOP |
Popular, Inc.
|
110,484 | $18,139,263 | |
| 6 | LYG |
Lloyds Banking Group plc
|
2,199,518 | $12,823,189 | |
| 7 | FITB |
Fifth Third Bancorp
|
217,331 | $12,250,948 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
152,132 | $10,659,889 |
All Filings in TCBI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,398,165 | 71,646 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,042,148 | 63,682 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,747,345 | 30,344 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,676,896 | 31,668 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $5,681,308 | 72,651 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||