Institutional Holders (2026 Q1)
123 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CWBC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Fourthstone LLC | 5.38% | 1,362,205 | $31.7M |
| 2 | PL Capital Advisors, LLC | 2.32% | 329,551 | $7.7M |
| 3 | Cutler Capital Management, LLC | 1.02% | 162,590 | $3.8M |
| 4 | Siena Capital Partners GP, LLC | 0.77% | 127,116 | $3.0M |
| 5 | Caldwell Sutter Capital, INC. | 0.70% | 74,077 | $1.7M |
| 6 | Arbiter Partners Capital Management LLC | 0.59% | 43,864 | $1.0M |
| 7 | Private Management Group Inc | 0.36% | 529,645 | $12.3M |
| 8 | Mendon Capital Advisors Corp | 0.22% | 24,796 | $578K |
| 9 | Systematic Financial Management LP | 0.22% | 410,578 | $9.6M |
| 10 | Daytona Street Capital LLC | 0.21% | 11,850 | $277K |
| 11 | Potentia Wealth | 0.18% | 20,162 | $470K |
| 12 | Pinnacle Holdings, LLC | 0.17% | 21,906 | $510K |
| 13 | Bridgewealth Advisory Group, LLC | 0.12% | 25,800 | $601K |
| 14 | ELCO Management Co., LLC | 0.11% | 9,796 | $228K |
| 15 | Sharper & Granite LLC | 0.08% | 10,362 | $241K |
| 16 | Channel Wealth LLC | 0.05% | 9,689 | $226K |
| 17 | KERR FINANCIAL PLANNING Corp | 0.05% | 1,569 | $38K |
| 18 | Integrated Quantitative Investments LLC | 0.04% | 10,632 | $248K |
| 19 | Rs Crum INC. | 0.04% | 8,873 | $207K |
| 20 | EverSource Wealth Advisors, LLC | 0.02% | 57,456 | $675K |
| 21 | Hotchkis & Wiley Capital Management LLC | 0.02% | 276,060 | $6.4M |
| 22 | Susquehanna Fundamental Investments, LLC | 0.02% | 20,113 | $469K |
| 23 | Kestra Private Wealth Services, LLC | 0.01% | 41,916 | $977K |
| 24 | Orion Porfolio Solutions, LLC | 0.01% | 41,915 | $977K |
| 25 | Bfsg, LLC | 0.01% | 3,762 | $88K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|