Position in TCBI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,042,148
+$3,294,803 QoQ
Shares Held
63,682
+109.9% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TCBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CIBC WORLD MARKET INC. holds $216,135,563 across 32 Banks - Regional names. TCBI ranks #11 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOKF |
Bok Financial Corp
|
423,700 | $54,259,022 | |
| 2 | NWG |
NatWest Group plc
|
1,807,448 | $26,930,975 | |
| 3 | USB |
US Bancorp De
|
431,150 | $22,424,111 | |
| 4 | VBNK |
VersaBank
|
1,189,057 | $16,848,937 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
73,229 | $15,238,222 | |
| 6 | LYG |
Lloyds Banking Group plc
|
2,221,879 | $11,176,051 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
174,617 | $10,471,781 | |
| 8 | TFC |
Truist Financial Corp
|
226,219 | $10,399,287 |
All Filings in TCBI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||