Bay Harbor Wealth Management, LLC Banks—Regional

Bay Harbor Wealth Management, LLC

$311 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SBCF Seacoast Banking Corp Of Florida	$1.59B	$0 0.0% of portfolio	1	Q1 2025 New
SFBS Servis First Bancshares, Inc.	$4.24B	$0 0.0% of portfolio	1	Q1 2025 New
SFNC Simmons First National Corp	$2.53B	$0 0.0% of portfolio	6	Q1 2025 New
SSB South State Corp	$6.89B	$0 0.0% of portfolio	1	Q1 2025 New
SNV Synovus Financial Corp	$7.18B	$0 0.0% of portfolio	5	Q1 2025 New
TCBI Texas Capital Bancshares Inc	$3.83B	$0 0.0% of portfolio	2	Q1 2025 New
TFSL Tfs Financial Corp	$3.77B	$0 0.0% of portfolio	3	Q1 2025 New
TOWN Towne Bank (Va)	$2.37B	$0 0.0% of portfolio	1	Q1 2025 New
TFC Truist Financial Corp	$54.9B	$0 0.0% of portfolio	18	Q1 2025 New
TRMK Trustmark Corp	$2.2B	$0 0.0% of portfolio	1	Q1 2025 New
UMBF Umb Financial Corp	$5.14B	$0 0.0% of portfolio	1	Q1 2025 New
UBSI United Bankshares Inc	$5.02B	$0 0.0% of portfolio	3	Q1 2025 New
UCBI United Community Banks Inc	$3.11B	$0 0.0% of portfolio	5	Q1 2025 New
USB Us Bancorp \De\	$66.5B	$0 0.0% of portfolio	20	Q1 2025 New
VLY Valley National Bancorp	$4.64B	$0 0.0% of portfolio	19	Q1 2025 New
WAFD Washington Federal Inc	$1.96B	$0 0.0% of portfolio	4	Q1 2025 New
WBS Webster Financial Corp	$9.31B	$0 0.0% of portfolio	5	Q1 2025 New
WSBC Wesbanco Inc	$1.92B	$0 0.0% of portfolio	1	Q1 2025 New
WAL Western Alliance Bancorporation	$8.51B	$0 0.0% of portfolio	3	Q1 2025 New
WTFC Wintrust Financial Corp	$7.43B	$0 0.0% of portfolio	2	Q1 2025 New
WSFS Wsfs Financial Corp	$3.43B	$0 0.0% of portfolio	3	Q1 2025 New
ZION Zions Bancorporation, National Association	$7.34B	$0 0.0% of portfolio	5	Q1 2025 New

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