Rothschild Investment LLC Banks—Regional

Rothschild Investment LLC

$1.6 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SNV Synovus Financial Corp	$7.48B	$518,000 0.0% of portfolio	10	Q2 2025 Reduced 33.33%
CBNK Capital Bancorp Inc	$466M	$504,000 0.0% of portfolio	15	Q2 2025 New
TCBX Third Coast Bancshares, Inc.	$533M	$490,000 0.0% of portfolio	15	Q2 2025 Reduced 25.0%
FCCO First Community Corp	$213M	$488,000 0.0% of portfolio	20	Q2 2025 New
ESQ Esquire Financial Holdings, Inc.	$813M	$473,000 0.0% of portfolio	5	Q2 2024 New
NRIM Northrim Bancorp Inc	$512M	$466,000 0.0% of portfolio	5	Q2 2025 New
FSBC Five Star Bancorp	$567M	$428,000 0.0% of portfolio	15	Q4 2024 Added 200.0%
PGC Peapack Gladstone Financial Corp	$531M	$424,000 0.0% of portfolio	15	Q2 2025 Reduced 62.5%
CCBG Capital City Bank Group Inc	$738M	$394,000 0.0% of portfolio	10	Q4 2024 Added 100.0%
WTBA West Bancorporation Inc	$337M	$393,000 0.0% of portfolio	20	Q4 2024 New
MCBS Metro City Bankshares, Inc.	$740M	$286,000 0.0% of portfolio	10	Q4 2024 New
COLB Columbia Banking System, Inc.	$2.03B	$234,000 0.0% of portfolio	10	Q2 2025 Reduced 33.33%
ESSA Essa Bancorp, Inc.	$214M	$194,000 0.0% of portfolio	10	Q2 2025 New
FMBH First Mid Bancshares, Inc.	$806M	$187,000 0.0% of portfolio	5	Q2 2025 Reduced 66.67%
SSBK Southern States Bancshares, Inc.	$317M	$182,000 0.0% of portfolio	5	Q2 2025 New
SMBK Smartfinancial Inc.	$624M	$169,000 0.0% of portfolio	5	Q2 2025 Reduced 50.0%
FNB Fnb Corp	$5.7B	$146,000 0.0% of portfolio	10	Q2 2025 Reduced 75.0%
HMST Home Street, Inc.	$239M	$131,000 0.0% of portfolio	10	Q2 2024 New
TFSL Tfs Financial Corp	$3.69B	$104,000 0.0% of portfolio	8	Q2 2025 New

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