Position in WAL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,276,858
+$790,934 QoQ
Shares Held
18,022
+211.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,512,776 across 285 Banks - Regional names. WAL ranks #35 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp \De\
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in WAL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,276,858 | 18,022 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $485,924 | 5,780 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $205,613 | 2,371 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $193,000 | 2,475 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $194,687 | 2,534 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $225,390 | 2,698 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $238,193 | 2,754 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $338,599 | 5,390 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $380,582 | 5,929 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $381,647 | 5,801 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $263,821 | 5,739 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $208,097 | 5,706 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $186,300 | 5,242 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $258,669 | 4,343 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $275,384 | 4,189 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $300,967 | 4,263 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $536,507 | 6,478 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $545,139 | 5,064 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $392,569 | 4,228 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $399,292 | 4,228 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $253,468 | 4,228 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $133,689 | 4,228 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $160,114 | 4,228 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $129,419 | 4,228 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||