Clearstead Advisors, LLC Banks—Regional

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VLY Valley National Bancorp	$4.94B	$3,000 0.0% of portfolio	385	Q2 2025 New
CFFN Capitol Federal Financial, Inc.	$844M	$2,000 0.0% of portfolio	424	Q2 2025 New
CUBI Customers Bancorp, Inc.	$2.13B	$2,000 0.0% of portfolio	41	Q2 2025 New
FNLC First Bancorp, Inc	$291M	$2,000 0.0% of portfolio	100	Q1 2025 New
HTBI Home Trust Bancshares, Inc.	$532M	$2,000 0.0% of portfolio	70	Q2 2025 New
KRNY Kearny Financial Corp.	$410M	$2,000 0.0% of portfolio	429	Q2 2025 New
MBWM Mercantile Bank Corp	$737M	$2,000 0.0% of portfolio	51	Q2 2025 New
MOFG Mid West One Financial Group, Inc.	$454M	$2,000 0.0% of portfolio	71	Q2 2025 New
AMTB Amerant Bancorp Inc.	$674M	$1,000 0.0% of portfolio	71	Q2 2025 New
CARE Carter Bankshares, Inc.	$438M	$1,000 0.0% of portfolio	59	Q2 2025 New
FSBC Five Star Bancorp	$536M	$1,000 0.0% of portfolio	51	Q2 2025 New
HONE Harbor One Bancorp, Inc.	$598M	$1,000 0.0% of portfolio	152	Q2 2025 New
MSBI Midland States Bancorp, Inc.	$400M	$1,000 0.0% of portfolio	59	Q2 2025 New
PPBI Pacific Premier Bancorp Inc	$2.16B	$1,000 0.0% of portfolio	63	Q2 2025 New
ATLO Ames National Corp	$173M	$0 0.0% of portfolio	18	Q2 2025 New
BMRC Bank Of Marin Bancorp	$369M	$0 0.0% of portfolio	1	Q2 2025 New
BWFG Bankwell Financial Group, Inc.	$316M	$0 0.0% of portfolio	8	Q2 2025 New
BWB Bridgewater Bancshares Inc	$448M	$0 0.0% of portfolio	36	Q2 2025 New
CBNK Capital Bancorp Inc	$458M	$0 0.0% of portfolio	4	Q2 2025 New
CHMG Chemung Financial Corp	$244M	$0 0.0% of portfolio	1	Q2 2025 New
CZNC Citizens & Northern Corp	$301M	$0 0.0% of portfolio	21	Q2 2025 New
CIVB Civista Bancshares, Inc.	$316M	$0 0.0% of portfolio	4	Q2 2025 New
FDBC Fidelity D & D Bancorp Inc	$238M	$0 0.0% of portfolio	4	Q2 2025 New
FRBA First Bank (Nj) Common Stock	$294M	$0 0.0% of portfolio	14	Q2 2025 New
INBK First Internet Bancorp	$213M	$0 0.0% of portfolio	4	Q2 2025 New
MCBS Metro City Bankshares, Inc.	$731M	$0 0.0% of portfolio	9	Q2 2025 New
MVBF Mvb Financial Corp	$297M	$0 0.0% of portfolio	23	Q2 2025 New
NECB North East Community Bancorp, Inc.	$355M	$0 0.0% of portfolio	17	Q2 2025 New
NFBK Northfield Bancorp, Inc.	$543M	$0 0.0% of portfolio	64	Q2 2025 New
PCB Pcb Bancorp	$327M	$0 0.0% of portfolio	29	Q2 2025 New
PEBO Peoples Bancorp Inc	$837M	$0 0.0% of portfolio	3	Q2 2025 New
PEBK Peoples Bancorp Of North Carolina Inc	$167M	$0 0.0% of portfolio	6	Q2 2025 New
PBFS Pioneer Bancorp, Inc.	$332M	$0 0.0% of portfolio	30	Q2 2025 New
RBB Rbb Bancorp	$358M	$0 0.0% of portfolio	25	Q2 2025 New
RRBI Red River Bancshares Inc	$463M	$0 0.0% of portfolio	8	Q2 2025 New
SHBI Shore Bancshares Inc	$315M	$0 0.0% of portfolio	7	Q2 2025 New
SFST Southern First Bancshares Inc	$337M	$0 0.0% of portfolio	12	Q2 2025 New
TCBX Third Coast Bancshares, Inc.	$520M	$0 0.0% of portfolio	1	Q2 2025 New
TSBK Timberland Bancorp Inc	$276M	$0 0.0% of portfolio	8	Q2 2025 New
UNTY Unity Bancorp Inc	$519M	$0 0.0% of portfolio	1	Q2 2025 New
WAFD Washington Federal Inc	$1.99B	$0 0.0% of portfolio	11	Q2 2025 New
WSBF Waterstone Financial, Inc.	$312M	$0 0.0% of portfolio	64	Q2 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.