New York, NYCIK 10595434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
78 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bank America Corp | 1.41M | $77.62M | 34.4% | +157.1K | Added |
| 2 | Primis Financial Corp | 744.6K | $10.36M | 4.6% | −14.2K | Reduced |
| 3 | Citigroup Inc | 77.3K | $9.02M | 4.0% | −18.8K | Reduced |
| 4 | Banc Of California Inc |
| 452.1K |
| $8.72M |
| 3.9% |
| +20.3K |
| Added |
| 5 | Smartfinancial Inc | 225.9K | $8.36M | 3.7% | 0 | Held |
| 6 | Wells Fargo Co New | 82.5K | $7.69M | 3.4% | −6.2K | Reduced |
| 7 | Synovus Finl Corp | 151.5K | $7.58M | 3.4% | +188 | Added |
| 8 | Peapack-Gladstone Finl Corp | 269.2K | $7.50M | 3.3% | +14.6K | Added |
| 9 | Seacoast Bkg Corp Fla | 194.7K | $6.12M | 2.7% | −1.0K | Reduced |
| 10 | Firstsun Cap Bancorp | 141.0K | $5.31M | 2.4% | +15.4K | Added |
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