Private Wealth Management Group, LLC Banks—Regional

Private Wealth Management Group, LLC

$253 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PNC Pnc Financial Services Group, Inc.	$84.9B	$93.2 Million 0.04% of portfolio	504	Q3 2024 Added 0.2%
PFS Provident Financial Services Inc	$1.61B	$53.5 Million 0.02% of portfolio	2,884	Q3 2024 Added 1.19%
TFC Truist Financial Corp	$63.6B	$52.7 Million 0.02% of portfolio	1,232	Q3 2024 Added 0.41%
FBP First Bancorp	$3.97B	$33.2 Million 0.01% of portfolio	1,569	Q4 2023 New
RF Regions Financial Corp	$25.5B	$32.9 Million 0.01% of portfolio	1,409	Q3 2024 Added 0.21%
CFG Citizens Financial Group Inc	$23.6B	$26.5 Million 0.01% of portfolio	644	Q3 2024 Added 0.47%
FHN First Horizon Corp	$11.2B	$20.1 Million 0.01% of portfolio	1,295	Q3 2024 Reduced 1.15%
MTB M&T Bank Corp	$38.2B	$18.9 Million 0.01% of portfolio	106	Q3 2024 Added 0.95%
FCNCA First Citizens Bancshares Inc	$35.3B	$18.4 Million 0.01% of portfolio	10	Q2 2024 Reduced 56.52%
FITB Fifth Third Bancorp	$32.9B	$16.7 Million 0.01% of portfolio	390	Q3 2024 Reduced 0.51%
USB Us Bancorp \De\	$78B	$13.1 Million 0.01% of portfolio	286	Q4 2023 New
FNB Fnb Corp	$6.02B	$12.4 Million 0.0% of portfolio	877	Q4 2023 New
SNV Synovus Financial Corp	$8.38B	$12.2 Million 0.0% of portfolio	274	Q4 2023 New
WBS Webster Financial Corp	$10.9B	$10.5 Million 0.0% of portfolio	225	Q2 2024 Reduced 27.42%
UBSI United Bankshares Inc	$5.76B	$8.94 Million 0.0% of portfolio	241	Q2 2024 Reduced 4.37%
ZION Zions Bancorporation, National Association	$9.06B	$8.55 Million 0.0% of portfolio	181	Q3 2024 Added 0.56%
OZK Bank Ozk	$5.84B	$8.38 Million 0.0% of portfolio	195	Q2 2024 Added 22.64%
HOMB Home Bancshares Inc	$6.49B	$8.37 Million 0.0% of portfolio	309	Q4 2023 New
FFBC First Financial Bancorp	$2.83B	$8.25 Million 0.0% of portfolio	327	Q4 2023 New
KEY Keycorp	$18.3B	$7.81 Million 0.0% of portfolio	466	Q3 2024 Added 1.08%
WTFC Wintrust Financial Corp	$8.33B	$7.71 Million 0.0% of portfolio	71	Q4 2023 New
WSFS Wsfs Financial Corp	$3.75B	$5.86 Million 0.0% of portfolio	115	Q2 2024 Added 19.79%
CADE Cadence Bank	$7.09B	$5.61 Million 0.0% of portfolio	176	Q4 2023 New
ASB Associated Banc Corp	$4.11B	$4.91 Million 0.0% of portfolio	228	Q4 2023 New
BMRC Bank Of Marin Bancorp	$420M	$4.44 Million 0.0% of portfolio	221	Q2 2024 Added 380.43%
WAL Western Alliance Bancorporation	$10.2B	$3.98 Million 0.0% of portfolio	46	Q4 2023 New
HBAN Huntington Bancshares Inc	$25.8B	$3.85 Million 0.0% of portfolio	262	Q3 2024 Added 1.55%
VLY Valley National Bancorp	$5.35B	$3.77 Million 0.0% of portfolio	416	Q2 2024 New
RBB Rbb Bancorp	$358M	$3.57 Million 0.0% of portfolio	155	Q4 2023 New
CATY Cathay General Bancorp	$3.88B	$3.35 Million 0.0% of portfolio	78	Q2 2024 Reduced 50.63%
TMP Tompkins Financial Corp	$1.1B	$3.24 Million 0.0% of portfolio	56	Q2 2024 Added 366.67%
HWC Hancock Whitney Corp	$5.14B	$3.17 Million 0.0% of portfolio	62	Q4 2023 New
PNFP Pinnacle Financial Partners Inc	$9.64B	$3.04 Million 0.0% of portfolio	31	Q4 2023 New
CBSH Commerce Bancshares Inc	$8.8B	$2.85 Million 0.0% of portfolio	48	Q4 2023 New
RNST Renasant Corp	$2.12B	$2.7 Million 0.0% of portfolio	83	Q2 2024 Reduced 47.8%
HTLF Heartland Financial Usa Inc	$2.87B	$2.55 Million 0.0% of portfolio	45	Q4 2023 New
TRST Trustco Bank Corp N Y	$715M	$2.32 Million 0.0% of portfolio	70	Q2 2024 Reduced 58.82%
IBTX Independent Bank Group, Inc.	$2.7B	$2.25 Million 0.0% of portfolio	39	Q4 2023 New
ABCB Ameris Bancorp	$4.98B	$2.25 Million 0.0% of portfolio	36	Q2 2024 Added 33.33%
HOPE Hope Bancorp Inc	$1.65B	$2.24 Million 0.0% of portfolio	178	Q4 2023 New
PFC Premier Financial Corp	$1.03B	$2.23 Million 0.0% of portfolio	95	Q4 2023 New
ONB Old National Bancorp	$6.34B	$2.2 Million 0.0% of portfolio	118	Q3 2024 Added 6.31%
INDB Independent Bank Corp	$3.37B	$2.19 Million 0.0% of portfolio	37	Q2 2024 Reduced 45.59%
UCBI United Community Banks Inc	$3.11B	$2.09 Million 0.0% of portfolio	72	Q2 2024 Reduced 38.98%
BOKF Bok Financial Corp	$7.9B	$2.09 Million 0.0% of portfolio	20	Q2 2024 Added 233.33%
FFIN First Financial Bankshares Inc	$6.1B	$2.07 Million 0.0% of portfolio	56	Q4 2023 New
FRME First Merchants Corp	$2.61B	$2.05 Million 0.0% of portfolio	55	Q2 2024 Reduced 46.08%
CIVB Civista Bancshares, Inc.	$353M	$2.03 Million 0.0% of portfolio	114	Q1 2024 New
PPBI Pacific Premier Bancorp Inc	$2.73B	$1.91 Million 0.0% of portfolio	76	Q2 2024 Reduced 47.95%
BPOP Popular, Inc.	$7.19B	$1.91 Million 0.0% of portfolio	19	Q4 2023 New

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