Bay Harbor Wealth Management, LLC Banks—Regional

Bay Harbor Wealth Management, LLC

$329 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PPBI Pacific Premier Bancorp Inc	$2.16B	$0 0.0% of portfolio	8	Q2 2025 Added 300.0%
PRK Park National Corp	$2.72B	$0 0.0% of portfolio	1	Q2 2025 New
PNFP Pinnacle Financial Partners Inc	$7.01B	$0 0.0% of portfolio	4	Q2 2025 Added 100.0%
PB Prosperity Bancshares Inc	$6.13B	$0 0.0% of portfolio	5	Q2 2025 Added 150.0%
RNST Renasant Corp	$2.08B	$0 0.0% of portfolio	2	Q2 2025 Added 100.0%
SBCF Seacoast Banking Corp Of Florida	$1.77B	$0 0.0% of portfolio	6	Q2 2025 Added 500.0%
SFBS Servis First Bancshares, Inc.	$4.43B	$0 0.0% of portfolio	4	Q2 2025 Added 300.0%
SFNC Simmons First National Corp	$2.51B	$0 0.0% of portfolio	5	Q2 2025 Reduced 16.67%
SSB South State Corp	$7.19B	$0 0.0% of portfolio	4	Q2 2025 Added 300.0%
SNV Synovus Financial Corp	$7.11B	$0 0.0% of portfolio	8	Q2 2025 Added 60.0%
TCBI Texas Capital Bancshares Inc	$4.12B	$0 0.0% of portfolio	2	Q1 2025 New
TFSL Tfs Financial Corp	$3.65B	$0 0.0% of portfolio	13	Q2 2025 Added 333.33%
TOWN Towne Bank (Va)	$2.57B	$0 0.0% of portfolio	4	Q2 2025 Added 300.0%
TBK Triumph Bancorp, Inc.	$1.57B	$0 0.0% of portfolio	2	Q2 2025 New
TRMK Trustmark Corp	$2.35B	$0 0.0% of portfolio	5	Q2 2025 Added 400.0%
UMBF Umb Financial Corp	$5.53B	$0 0.0% of portfolio	4	Q2 2025 Added 300.0%
UBSI United Bankshares Inc	$4.98B	$0 0.0% of portfolio	8	Q2 2025 Added 166.67%
UCBI United Community Banks Inc	$3.11B	$0 0.0% of portfolio	4	Q2 2025 Reduced 20.0%
VLY Valley National Bancorp	$4.94B	$0 0.0% of portfolio	16	Q2 2025 Reduced 15.79%
WAFD Washington Federal Inc	$1.99B	$0 0.0% of portfolio	3	Q2 2025 Reduced 25.0%
WBS Webster Financial Corp	$10.2B	$0 0.0% of portfolio	8	Q2 2025 Added 60.0%
WSBC Wesbanco Inc	$1.82B	$0 0.0% of portfolio	2	Q2 2025 Added 100.0%
WAL Western Alliance Bancorporation	$9.01B	$0 0.0% of portfolio	5	Q2 2025 Added 66.67%
WTFC Wintrust Financial Corp	$7.74B	$0 0.0% of portfolio	4	Q2 2025 Added 100.0%
WSFS Wsfs Financial Corp	$3.43B	$0 0.0% of portfolio	3	Q1 2025 New
ZION Zions Bancorporation, National Association	$7.95B	$0 0.0% of portfolio	8	Q2 2025 Added 60.0%

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