Position in WAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,096,100
+$261,085 QoQ
Shares Held
25,500
-1.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 493 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAL 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. WAL ranks #20 (0.9% 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 WAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,096,100 | 25,500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,835,015 | 25,900 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,177,413 | 25,900 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,246,048 | 25,900 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,049,002 | 26,276 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,233,390 | 42,085 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,813,157 | 57,615 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,042,539 | 58,302 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,691,114 | 58,757 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,801,203 | 59,218 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,708,640 | 41,171 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,909,639 | 41,541 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,574,045 | 43,160 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,411,648 | 39,720 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,474,229 | 24,752 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,651,914 | 25,128 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,816,185 | 25,725 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,172,202 | 26,228 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,938,845 | 27,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,566,954 | 23,589 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,048,085 | 22,058 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,302,636 | 24,382 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,442,277 | 24,058 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $919,604 | 29,083 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,102,660 | 29,117 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $894,393 | 29,219 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||