Steward Partners Investment Advisory, LLC Banks—Regional

Steward Partners Investment Advisory, LLC

$12.3 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IBN Icici Bank LTD	$105B	$3.36 Million 0.03% of portfolio	99,996	Q2 2025 Reduced 0.08%
TFC Truist Financial Corp	$60.7B	$2.89 Million 0.02% of portfolio	67,234	Q2 2025 Reduced 6.36%
USB Us Bancorp \De\	$71.8B	$2.69 Million 0.02% of portfolio	59,470	Q2 2025 Reduced 9.84%
PNC Pnc Financial Services Group, Inc.	$81.2B	$2.64 Million 0.02% of portfolio	14,149	Q2 2025 Reduced 15.22%
CBSH Commerce Bancshares Inc	$7.13B	$2.06 Million 0.02% of portfolio	33,194	Q2 2025 Reduced 2.88%
CADE Cadence Bank	$6.85B	$2.04 Million 0.02% of portfolio	63,696	Q2 2025 Added 2,696.14%
RF Regions Financial Corp	$24.6B	$1.59 Million 0.01% of portfolio	67,399	Q2 2025 Added 11.88%
SNV Synovus Financial Corp	$7.14B	$1.14 Million 0.01% of portfolio	22,103	Q1 2025 Reduced 0.07%
EBC Eastern Bankshares, Inc.	$3.23B	$1.11 Million 0.01% of portfolio	72,670	Q2 2025 Reduced 0.32%
HBAN Huntington Bancshares Inc	$24.9B	$1.09 Million 0.01% of portfolio	64,783	Q2 2025 Reduced 13.66%
MTB M&T Bank Corp	$34.2B	$1.07 Million 0.01% of portfolio	5,520	Q2 2025 Reduced 13.14%
TBBK Bancorp, Inc.	$4.32B	$922,000 0.01% of portfolio	16,200	Q2 2025 Added 1.93%
BFC Bank First Corp	$1.09B	$705,000 0.01% of portfolio	6,000	Q3 2023 Added 20.0%
TOWN Towne Bank (Va)	$2.61B	$509,000 0.0% of portfolio	14,905	Q2 2025 Reduced 78.1%
CFG Citizens Financial Group Inc	$26.4B	$504,000 0.0% of portfolio	11,265	Q2 2025 Reduced 4.42%
WTFC Wintrust Financial Corp	$8.04B	$451,000 0.0% of portfolio	3,644	Q2 2025 Added 4.11%
FITB Fifth Third Bancorp	$30.6B	$389,000 0.0% of portfolio	9,472	Q2 2025 Added 33.03%
CVBF Cvb Financial Corp	$2.64B	$386,000 0.0% of portfolio	19,553	Q2 2025 Reduced 4.26%
KEY Keycorp	$17.4B	$353,000 0.0% of portfolio	20,299	Q2 2025 Reduced 31.59%
FHB First Hawaiian, Inc.	$3.17B	$328,000 0.0% of portfolio	13,143	Q2 2025 Reduced 21.2%
CTBI Community Trust Bancorp Inc	$995M	$317,000 0.0% of portfolio	6,000	Q3 2021 New
BANF Bancfirst Corp	$4.15B	$302,000 0.0% of portfolio	2,446	Q1 2025 Reduced 23.37%
UMBF Umb Financial Corp	$5.72B	$296,000 0.0% of portfolio	2,819	Q2 2025 Reduced 6.99%
CASH Meta Financial Group Inc	$2.18B	$284,000 0.0% of portfolio	3,600	Q2 2025 Reduced 1.21%
AX Axos Financial, Inc.	$5.08B	$282,000 0.0% of portfolio	3,709	Q2 2025 Added 49.44%
FHN First Horizon Corp	$12.1B	$282,000 0.0% of portfolio	13,318	Q2 2025 Reduced 1.52%
VLY Valley National Bancorp	$5.37B	$246,000 0.0% of portfolio	27,576	Q2 2025 Added 0.24%
COLB Columbia Banking System, Inc.	$2.02B	$186,000 0.0% of portfolio	7,972	Q2 2025 Reduced 22.4%
CBFV Cb Financial Services, Inc.	$169M	$173,000 0.0% of portfolio	6,080	Q4 2022 New
FNB Fnb Corp	$5.65B	$164,000 0.0% of portfolio	11,260	Q2 2025 Reduced 2.49%
WBS Webster Financial Corp	$10.5B	$164,000 0.0% of portfolio	3,015	Q2 2025 Reduced 0.66%
FCNCA First Citizens Bancshares Inc	$26.8B	$152,000 0.0% of portfolio	78	Q2 2025 Reduced 3.7%
GBCI Glacier Bancorp, Inc.	$5.39B	$126,000 0.0% of portfolio	2,943	Q2 2025 Reduced 5.22%
VBTX Veritex Holdings, Inc.	$1.81B	$123,000 0.0% of portfolio	4,729	Q1 2024 Reduced 6.85%
AUB Atlantic Union Bankshares Corp	$2.64B	$121,000 0.0% of portfolio	3,885	Q2 2025 Added 47.05%
PFS Provident Financial Services Inc	$1.45B	$91,000 0.0% of portfolio	5,248	Q4 2024 New
BHB Bar Harbor Bankshares	$462M	$85,000 0.0% of portfolio	2,861	Q2 2025 Added 0.1%
BFST Business First Bancshares, Inc.	$595M	$82,000 0.0% of portfolio	3,332	Q2 2023 Reduced 33.33%
CFR Cullen/Frost Bankers, Inc.	$8.13B	$81,000 0.0% of portfolio	631	Q2 2025 Reduced 3.07%
SFNC Simmons First National Corp	$2.43B	$77,000 0.0% of portfolio	4,084	Q3 2024 New
UBSI United Bankshares Inc	$5.01B	$75,000 0.0% of portfolio	2,080	Q2 2025 Added 0.14%
LYG Lloyds Banking Group PLC	$76.6B	$73,000 0.0% of portfolio	17,293	Q2 2025 Added 0.19%
FFIN First Financial Bankshares Inc	$4.8B	$70,000 0.0% of portfolio	1,965	Q4 2024 Reduced 13.25%
ZION Zions Bancorporation, National Association	$8.46B	$68,000 0.0% of portfolio	1,325	Q2 2025 Reduced 0.97%
WSBC Wesbanco Inc	$1.89B	$61,000 0.0% of portfolio	1,932	Q2 2025 Added 34.92%
WAFD Washington Federal Inc	$1.98B	$55,000 0.0% of portfolio	1,906	Q1 2024 Reduced 10.22%
NFBK Northfield Bancorp, Inc.	$572M	$34,000 0.0% of portfolio	3,000	Q1 2025 Reduced 6.25%
PB Prosperity Bancshares Inc	$6.05B	$34,000 0.0% of portfolio	496	Q2 2025 Added 5.53%
SSB South State Corp	$7.48B	$34,000 0.0% of portfolio	372	Q2 2025 New
CHMG Chemung Financial Corp	$249M	$30,000 0.0% of portfolio	625	Q2 2023 New

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