Capital Performance Advisors LLP Banks—Regional

Capital Performance Advisors LLP

$325 Million
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
USB Us Bancorp \De\	$75.2B	$364,000 0.11% of portfolio	7,978	Q3 2024 Added 20.64%
CFG Citizens Financial Group Inc	$23.1B	$192,000 0.06% of portfolio	4,675	Q3 2024 New
HBAN Huntington Bancshares Inc	$25.7B	$167,000 0.05% of portfolio	11,422	Q3 2024 New
OZK Bank Ozk	$5.71B	$60,000 0.02% of portfolio	1,410	Q3 2024 New
FHN First Horizon Corp	$10.9B	$60,000 0.02% of portfolio	3,905	Q3 2024 New
TFC Truist Financial Corp	$62.1B	$58,000 0.02% of portfolio	1,367	Q3 2024 New
CFR Cullen/Frost Bankers, Inc.	$8.88B	$52,000 0.02% of portfolio	468	Q3 2024 New
PNC Pnc Financial Services Group, Inc.	$83.6B	$50,000 0.02% of portfolio	275	Q3 2024 New
HAFC Hanmi Financial Corp	$780M	$48,000 0.01% of portfolio	2,627	Q3 2024 New
MTB M&T Bank Corp	$37.1B	$43,000 0.01% of portfolio	247	Q3 2024 New
KEY Keycorp	$17.9B	$38,000 0.01% of portfolio	2,289	Q3 2024 New
CBSH Commerce Bancshares Inc	$8.61B	$38,000 0.01% of portfolio	649	Q3 2024 New
BPOP Popular, Inc.	$6.97B	$34,000 0.01% of portfolio	346	Q3 2024 New
TRST Trustco Bank Corp N Y	$693M	$32,000 0.01% of portfolio	997	Q3 2024 New
SASR Sandy Spring Bancorp Inc	$1.67B	$28,000 0.01% of portfolio	913	Q3 2024 New
UVSP Univest Financial Corp	$900M	$25,000 0.01% of portfolio	901	Q3 2024 New
PFC Premier Financial Corp	$989M	$24,000 0.01% of portfolio	1,046	Q3 2024 New
OCFC Oceanfirst Financial Corp	$1.2B	$24,000 0.01% of portfolio	1,343	Q3 2024 New
FHB First Hawaiian, Inc.	$3.44B	$23,000 0.01% of portfolio	1,033	Q3 2024 New
VBTX Veritex Holdings, Inc.	$1.57B	$21,000 0.01% of portfolio	826	Q3 2024 New
THFF First Financial Corp	$583M	$20,000 0.01% of portfolio	468	Q3 2024 New
WABC Westamerica Bancorporation	$1.52B	$17,000 0.01% of portfolio	361	Q3 2024 New
OFG Ofg Bancorp	$2.07B	$17,000 0.01% of portfolio	386	Q3 2024 New
FBMS First Bancshares Inc	$869M	$17,000 0.01% of portfolio	558	Q3 2024 New
FCF First Commonwealth Financial Corp	$1.74B	$16,000 0.0% of portfolio	949	Q3 2024 New
CPF Central Pacific Financial Corp	$843M	$16,000 0.0% of portfolio	576	Q3 2024 New
WASH Washington Trust Bancorp Inc	$640M	$16,000 0.0% of portfolio	513	Q3 2024 New
BOKF Bok Financial Corp	$7.71B	$15,000 0.0% of portfolio	150	Q3 2024 New
NFBK Northfield Bancorp, Inc.	$639M	$15,000 0.0% of portfolio	1,303	Q3 2024 New
FLIC First Of Long Island Corp	$319M	$14,000 0.0% of portfolio	1,123	Q3 2024 New
PB Prosperity Bancshares Inc	$7.52B	$13,000 0.0% of portfolio	187	Q3 2024 New
CFFN Capitol Federal Financial, Inc.	$935M	$13,000 0.0% of portfolio	2,281	Q3 2024 New
HBNC Horizon Bancorp Inc	$791M	$13,000 0.0% of portfolio	881	Q3 2024 New
PFBC Preferred Bank	$1.34B	$13,000 0.0% of portfolio	163	Q3 2024 New
KRNY Kearny Financial Corp.	$552M	$13,000 0.0% of portfolio	1,921	Q3 2024 New
BRKL Brookline Bancorp Inc	$934M	$12,000 0.0% of portfolio	1,249	Q3 2024 New
IBCP Independent Bank Corp	$779M	$11,000 0.0% of portfolio	330	Q3 2024 New
VLY Valley National Bancorp	$5.18B	$11,000 0.0% of portfolio	1,314	Q3 2024 New
FIBK First Interstate Bancsystem Inc	$3.5B	$11,000 0.0% of portfolio	383	Q3 2024 New
TCBX Third Coast Bancshares, Inc.	$481M	$11,000 0.0% of portfolio	428	Q3 2024 New
HOPE Hope Bancorp Inc	$1.6B	$10,000 0.0% of portfolio	815	Q3 2024 New
FFIC Flushing Financial Corp	$518M	$10,000 0.0% of portfolio	724	Q3 2024 New
INDB Independent Bank Corp	$3.27B	$10,000 0.0% of portfolio	179	Q3 2024 New
EFSC Enterprise Financial Services Corp	$2.18B	$10,000 0.0% of portfolio	213	Q3 2024 New
BKU Bank United, Inc.	$3.19B	$10,000 0.0% of portfolio	298	Q3 2024 New
BY Byline Bancorp, Inc.	$1.16B	$10,000 0.0% of portfolio	400	Q3 2024 New
SRCE 1 St Source Corp	$1.58B	$9,000 0.0% of portfolio	164	Q3 2024 New
TCBI Texas Capital Bancshares Inc	$4.29B	$9,000 0.0% of portfolio	132	Q3 2024 New
CCBG Capital City Bank Group Inc	$643M	$9,000 0.0% of portfolio	278	Q3 2024 New
WSBC Wesbanco Inc	$2.11B	$9,000 0.0% of portfolio	323	Q3 2024 New

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