MALTESE CAPITAL MANAGEMENT LLC WRIV — White River Bancshares Company

Ownership history in MALTESE CAPITAL MANAGEMENT LLC  ·  29 quarters on record

AI Ownership Summary

MALTESE CAPITAL MANAGEMENT LLC reported White River Bancshares Company (WRIV) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.81% in 2023 Q4. The latest visible filing shows WRIV at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WRIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MALTESE CAPITAL MANAGEMENT LLC's position in White River Bancshares Company, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WRIV was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WRIV stock page MALTESE CAPITAL MANAGEMENT LLC fund profile MALTESE CAPITAL MANAGEMENT LLC full holdings
How MALTESE CAPITAL MANAGEMENT LLC held WRIV — position size vs. price
% of Fund (quarterly)    WRIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 21,179 +2,679 +14.5% 0.22% $1.1M 2026-05-15 $53.75
2025 Q4 REDUCED 48.6% +7.1% ❌ 18,500 -17,500 -48.6% 0.16% $916K 2026-02-17 $55.71
2025 Q3 REDUCED 10.0% +6.0% ❌ 36,000 -4,000 -10.0% 0.25% $1.7M 2025-11-14 $46.90
2025 Q2 UNCHANGED — — — 40,000 — 0% 0.24% $1.7M 2025-08-14 $46.00
2025 Q1 REDUCED 8.5% +5.7% ❌ 40,000 -3,738 -8.5% 0.25% $1.6M 2025-05-15 $39.34
2024 Q4 REDUCED 13.6% +13.3% ❌ 43,738 -6,900 -13.6% 0.23% $1.5M 2025-02-14 $39.16
2024 Q3 ADDED — — — 50,638 +5,435 +12.0% 0.22% $1.4M 2024-11-14 $32.63
2024 Q2 REDUCED — — — 45,203 -1,300 -2.8% 0.45% $2.4M 2024-08-14 $27.46
2024 Q1 UNCHANGED — — — 46,503 — 0% 0.51% $2.7M 2024-05-15 $25.98
2023 Q4 UNCHANGED — — — 46,503 — 0% 0.81% $2.9M 2024-02-14 $29.62
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WRIV

As of 2026 Q1 — sorted by position size

BANC FUNDS CO LLC 3Y 7Y 0.88%

FAQ About MALTESE CAPITAL MANAGEMENT LLC and WRIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has MALTESE CAPITAL MANAGEMENT LLC reported owning WRIV?

MALTESE CAPITAL MANAGEMENT LLC reported WRIV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WRIV position in MALTESE CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for WRIV was 0.81% in 2023 Q4.

What is the latest reported WRIV position on this page?

The most recent filing on this page is 2026 Q1, when MALTESE CAPITAL MANAGEMENT LLC reported 21,179 shares, equal to 0.22% of portfolio, with an estimated market value of $1.1M.

What does the chart on this WRIV ownership page compare?

The chart compares MALTESE CAPITAL MANAGEMENT LLC's quarterly WRIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MALTESE CAPITAL MANAGEMENT LLC time their WRIV position?

Based on 13F filing dates vs. subsequent WRIV price moves, MALTESE CAPITAL MANAGEMENT LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on WRIV relative to SPY over the holding period was -4.3%.

← Back to MALTESE CAPITAL MANAGEMENT LLC Holdings