Clearstead Trust, LLC Banks—Regional

Clearstead Trust, LLC

$473 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
USB Us Bancorp \De\	$68B	$280,000 0.06% of portfolio	6,192	Q2 2025 Added 6.72%
TFC Truist Financial Corp	$58.4B	$122,000 0.03% of portfolio	2,861	Q2 2025 Added 54.98%
PNC Pnc Financial Services Group, Inc.	$77.3B	$66,000 0.01% of portfolio	356	Q4 2023 Reduced 20.18%
MTB M&T Bank Corp	$33B	$42,000 0.01% of portfolio	220	Q2 2025 Added 168.29%
RF Regions Financial Corp	$23.7B	$33,000 0.01% of portfolio	1,430	Q2 2025 Added 574.53%
CAC Camden National Corp	$570M	$32,000 0.01% of portfolio	799	Q1 2025 Reduced 8.27%
ASB Associated Banc Corp	$3.72B	$24,000 0.01% of portfolio	990	Q3 2022 New
HDB Hdfc Bank LTD	$137B	$20,000 0.0% of portfolio	265	Q2 2025 New
CFG Citizens Financial Group Inc	$23.9B	$16,000 0.0% of portfolio	362	Q2 2025 Reduced 38.44%
FITB Fifth Third Bancorp	$29B	$12,000 0.0% of portfolio	310	Q2 2025 New
ZION Zions Bancorporation, National Association	$7.95B	$12,000 0.0% of portfolio	234	Q2 2025 Added 51.95%
COLB Columbia Banking System, Inc.	$1.99B	$10,000 0.0% of portfolio	450	Q2 2025 Added 93.13%
KEY Keycorp	$16.7B	$9,000 0.0% of portfolio	559	Q2 2025 Reduced 21.71%
WBS Webster Financial Corp	$10.2B	$8,000 0.0% of portfolio	162	Q2 2025 Added 305.0%
BAP Credicorp LTD	$20B	$7,000 0.0% of portfolio	33	Q2 2025 New
VLY Valley National Bancorp	$4.94B	$5,000 0.0% of portfolio	624	Q2 2025 Added 10.83%
ONB Old National Bancorp	$6.28B	$4,000 0.0% of portfolio	225	Q2 2025 Added 1,775.0%
ABCB Ameris Bancorp	$4.86B	$2,000 0.0% of portfolio	44	Q2 2025 New
AX Axos Financial, Inc.	$5.28B	$2,000 0.0% of portfolio	37	Q2 2025 New
BANF Bancfirst Corp	$4.1B	$2,000 0.0% of portfolio	17	Q2 2025 New
BOH Bank Of Hawaii Corp	$2.62B	$2,000 0.0% of portfolio	31	Q2 2025 New
FBP First Bancorp	$3.96B	$2,000 0.0% of portfolio	119	Q2 2025 New
SFBS Servis First Bancshares, Inc.	$4.43B	$2,000 0.0% of portfolio	30	Q2 2025 New
AUB Atlantic Union Bankshares Corp	$2.5B	$1,000 0.0% of portfolio	37	Q2 2025 New
TBBK Bancorp, Inc.	$3.78B	$1,000 0.0% of portfolio	20	Q2 2025 New
BANR Banner Corp	$2.22B	$1,000 0.0% of portfolio	23	Q2 2025 New
BHLB Berkshire Hills Bancorp Inc	$1.15B	$1,000 0.0% of portfolio	56	Q2 2025 New
CHCO City Holding CO	$1.83B	$1,000 0.0% of portfolio	9	Q2 2025 New
CMA Comerica Inc	$8.91B	$1,000 0.0% of portfolio	27	Q2 2025 Reduced 83.13%
CBU Community Bank System, Inc.	$3.16B	$1,000 0.0% of portfolio	28	Q2 2025 New
CUBI Customers Bancorp, Inc.	$2.13B	$1,000 0.0% of portfolio	32	Q2 2025 New
FCF First Commonwealth Financial Corp	$1.57B	$1,000 0.0% of portfolio	83	Q2 2025 New
FHB First Hawaiian, Inc.	$3.14B	$1,000 0.0% of portfolio	55	Q2 2025 New
INDB Independent Bank Corp	$3.05B	$1,000 0.0% of portfolio	20	Q2 2025 New
PPBI Pacific Premier Bancorp Inc	$2.16B	$1,000 0.0% of portfolio	55	Q2 2025 New
PRK Park National Corp	$2.72B	$1,000 0.0% of portfolio	9	Q2 2025 New
BPOP Popular, Inc.	$8.5B	$1,000 0.0% of portfolio	13	Q2 2025 New
STBA S&T Bancorp Inc	$1.48B	$1,000 0.0% of portfolio	42	Q2 2025 New
TBK Triumph Bancorp, Inc.	$1.57B	$1,000 0.0% of portfolio	16	Q2 2025 New
UCBI United Community Banks Inc	$3.11B	$1,000 0.0% of portfolio	60	Q2 2025 New
BANC Banc Of California, Inc.	$906M	$0 0.0% of portfolio	52	Q2 2025 New
BKU Bank United, Inc.	$2.89B	$0 0.0% of portfolio	16	Q2 2025 New
BRKL Brookline Bancorp Inc	$818M	$0 0.0% of portfolio	25	Q2 2025 New
CFFN Capitol Federal Financial, Inc.	$844M	$0 0.0% of portfolio	93	Q2 2025 New
CPF Central Pacific Financial Corp	$763M	$0 0.0% of portfolio	11	Q2 2025 New
EGBN Eagle Bancorp Inc	$562M	$0 0.0% of portfolio	16	Q2 2025 New
FBK Fb Financial Corp	$2.3B	$0 0.0% of portfolio	15	Q2 2025 New
HAFC Hanmi Financial Corp	$731M	$0 0.0% of portfolio	27	Q2 2025 New
LKFN Lakeland Financial Corp	$1.58B	$0 0.0% of portfolio	12	Q2 2025 New
NBTB Nbt Bancorp Inc	$1.84B	$0 0.0% of portfolio	12	Q2 2025 New

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