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Institutional Holdings
CWBCOwnership Summary
Institutions Holding
37
Total Shares Held
1,937,714
Total Value Held
$52,041,136
Quarter
2026-06-30
Active Positions
Increased Positions
13
993,646 shares
Decreased Positions
6
11,812 shares
Held Positions
9
479,259 shares
New Positions
6
452,997 shares
Sold Out Positions
3
410,653 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 616,973 | $16,575,186 | ▲ +220,473 | 0.00% | 2026-06-30 |
| PL Capital Advisors, LLC | 329,551 | $8,851,740 | Unchanged | 2.46% | 2026-06-30 |
| BANC FUNDS CO LLC | 240,606 | $6,462,677 | New position | 1.07% | 2026-06-30 |
| Cutler Capital Management, LLC | 162,139 | $4,355,057 | New position | 1.13% | 2026-06-30 |
| Siena Capital Partners GP, LLC | 127,116 | $3,414,336 | Unchanged | 0.83% | 2026-06-30 |
| Bank of New York Mellon Corp | 96,820 | $2,600,588 | ▲ +35,662 | 0.00% | 2026-06-30 |
| CALDWELL SUTTER CAPITAL, INC. | 78,625 | $2,111,868 | ▲ +4,548 | 0.80% | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 68,003 | $1,826,560 | ▲ +11,941 | 0.01% | 2026-06-30 |
| Arbiter Partners Capital Management LLC | 52,064 | $1,398,439 | ▲ +8,200 | 0.74% | 2026-06-30 |
| RHUMBLINE ADVISERS | 31,467 | $845,195 | ▲ +10,411 | 0.00% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 25,445 | $683,453 | New position | 0.00% | 2026-06-30 |
| MENDON CAPITAL ADVISORS CORP | 23,796 | $639,161 | New position | 0.23% | 2026-06-30 |
| Pinnacle Holdings, LLC | 21,906 | $588,395 | Unchanged | 0.18% | 2026-06-30 |
| Russell Investments Group, Ltd. | 16,687 | $448,206 | ▲ +14,718 | 0.00% | 2026-06-30 |
| MetLife Investment Management, LLC | 15,426 | $414,342 | ▲ +3,172 | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 10,646 | $285,952 | ▲ +4,613 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 7,483 | $200,993 | ▼ -189 | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 6,553 | $176,014 | ▲ +1,503 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 3,268 | $87,776 | ▼ -20 | 0.00% | 2026-06-30 |
| Amova Asset Management Americas, Inc. | 995 | $26,726 | New position | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 419 | $11,254 | ▼ -56 | 0.00% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 323 | $8,676 | ▼ -583 | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 189 | $5,077 | ▼ -85 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 166 | $4,465 | ▲ +34 | 0.00% | 2026-06-30 |
| North Star Investment Management Corp. | 150 | $4,029 | Unchanged | 0.00% | 2026-06-30 |
| Essential Partners LLC | 130 | $3,492 | ▼ -88 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 111 | $2,982 | ▲ +12 | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 105 | $2,820 | ▲ +43 | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 88 | $2,364 | Unchanged | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 87 | $2,337 | Unchanged | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 23 | $618 | Unchanged | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 13 | $349 | Unchanged | 0.00% | 2026-06-30 |
| HARBOR CAPITAL ADVISORS, INC. | 325 | $9 | Unchanged | 0.00% | 2026-06-30 |
| Covestor Ltd | 16 | $0 | New position | 0.00% | 2026-06-30 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0 | $0 | Sold out | 2026-06-30 | |
| Arax Advisory Partners | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 |