Position in USB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$205,178
New position
Shares Held
3,945
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 38%
Shared 0%
None 62%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $2,344,174 across 6 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHB |
First Hawaiian, Inc.
|
20,693 | $606,304 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,854 | $456,491 | |
| 3 | BANF |
Bancfirst Corp /Ok/
|
4,035 | $448,408 | |
| 4 | PNBK |
Patriot National Bancorp Inc
|
427,980 | $410,860 | |
| 5 | TFC |
Truist Financial Corp
|
5,974 | $297,624 | |
| 6 | LYG |
Lloyds Banking Group plc
|
21,353 | $124,487 |
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,178 | 3,945 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||