Steward Partners Investment Advisory, LLC Banks—Regional

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IBN Icici Bank LTD	$119B	$3.15 Million 0.03% of portfolio	100,079	Q1 2025 Reduced 0.49%
TFC Truist Financial Corp	$54.6B	$2.95 Million 0.03% of portfolio	71,803	Q1 2025 Reduced 72.45%
PNC Pnc Financial Services Group, Inc.	$72.5B	$2.93 Million 0.03% of portfolio	16,690	Q1 2025 Added 6.48%
USB Us Bancorp \De\	$66.2B	$2.78 Million 0.03% of portfolio	65,960	Q1 2025 Added 2.31%
TOWN Towne Bank (Va)	$2.37B	$2.33 Million 0.02% of portfolio	68,066	Q1 2025 Added 0.9%
CBSH Commerce Bancshares Inc	$7.82B	$2.13 Million 0.02% of portfolio	34,179	Q1 2025 Added 0.13%
RF Regions Financial Corp	$21B	$1.31 Million 0.01% of portfolio	60,240	Q1 2025 Added 13.63%
EBC Eastern Bankshares, Inc.	$2.77B	$1.2 Million 0.01% of portfolio	72,905	Q1 2025 Added 0.28%
MTB M&T Bank Corp	$32.3B	$1.14 Million 0.01% of portfolio	6,355	Q1 2025 Reduced 13.51%
HBAN Huntington Bancshares Inc	$23.2B	$1.13 Million 0.01% of portfolio	75,034	Q1 2025 Added 11.04%
SNV Synovus Financial Corp	$7.18B	$1.03 Million 0.01% of portfolio	22,103	Q1 2025 Reduced 0.07%
TBBK Bancorp, Inc.	$3.05B	$839,000 0.01% of portfolio	15,893	Q1 2025 Added 766.1%
BFC Bank First Corp	$1.05B	$604,000 0.01% of portfolio	6,000	Q3 2023 Added 20.0%
CFG Citizens Financial Group Inc	$20.7B	$482,000 0.0% of portfolio	11,786	Q1 2025 Reduced 82.48%
KEY Keycorp	$15.4B	$474,000 0.0% of portfolio	29,672	Q1 2025 Reduced 0.68%
FHB First Hawaiian, Inc.	$3.13B	$407,000 0.0% of portfolio	16,678	Q1 2025 Added 23.27%
WTFC Wintrust Financial Corp	$7.43B	$393,000 0.0% of portfolio	3,500	Q1 2025 Reduced 1.21%
CVBF Cvb Financial Corp	$2.79B	$377,000 0.0% of portfolio	20,424	Q1 2025 Reduced 2.74%
UMBF Umb Financial Corp	$5.14B	$306,000 0.0% of portfolio	3,031	Q1 2025 Added 231.62%
CTBI Community Trust Bancorp Inc	$951M	$302,000 0.0% of portfolio	6,000	Q3 2021 New
FITB Fifth Third Bancorp	$27.1B	$279,000 0.0% of portfolio	7,120	Q1 2025 Reduced 9.31%
BANF Bancfirst Corp	$4.21B	$268,000 0.0% of portfolio	2,446	Q1 2025 Reduced 23.37%
CASH Meta Financial Group Inc	$2.36B	$265,000 0.0% of portfolio	3,644	Q4 2024 Reduced 28.06%
FHN First Horizon Corp	$10.9B	$262,000 0.0% of portfolio	13,523	Q1 2025 Reduced 14.04%
COLB Columbia Banking System, Inc.	$1.98B	$256,000 0.0% of portfolio	10,273	Q1 2025 Reduced 2.61%
VLY Valley National Bancorp	$4.64B	$244,000 0.0% of portfolio	27,511	Q1 2025 Added 0.23%
SASR Sandy Spring Bancorp Inc	$1.25B	$238,000 0.0% of portfolio	8,537	Q1 2025 Added 4,465.24%
CBFV Cb Financial Services, Inc.	$152M	$172,000 0.0% of portfolio	6,080	Q4 2022 New
AX Axos Financial, Inc.	$4.36B	$160,000 0.0% of portfolio	2,482	Q1 2025 Reduced 3.87%
WBS Webster Financial Corp	$9.31B	$156,000 0.0% of portfolio	3,035	Q1 2025 Reduced 5.75%
FNB Fnb Corp	$5.07B	$155,000 0.0% of portfolio	11,547	Q1 2025 Reduced 6.05%
FCNCA First Citizens Bancshares Inc	$29.5B	$150,000 0.0% of portfolio	81	Q1 2025 Added 5.19%
GBCI Glacier Bancorp, Inc.	$4.82B	$137,000 0.0% of portfolio	3,105	Q1 2025 Reduced 16.15%
FCBC First Community Bankshares Inc	$651M	$129,000 0.0% of portfolio	3,449	Q1 2025 Added 5.96%
VBTX Veritex Holdings, Inc.	$1.36B	$118,000 0.0% of portfolio	4,729	Q1 2024 Reduced 6.85%
PFS Provident Financial Services Inc	$1.34B	$90,000 0.0% of portfolio	5,248	Q4 2024 New
BHB Bar Harbor Bankshares	$462M	$84,000 0.0% of portfolio	2,858	Q1 2025 Added 0.11%
CMA Comerica Inc	$7.6B	$83,000 0.0% of portfolio	1,421	Q1 2025 Added 4.33%
SFNC Simmons First National Corp	$2.54B	$83,000 0.0% of portfolio	4,084	Q3 2024 New
AUB Atlantic Union Bankshares Corp	$2.33B	$82,000 0.0% of portfolio	2,642	Q4 2024 Added 3.97%
BFST Business First Bancshares, Inc.	$623M	$81,000 0.0% of portfolio	3,332	Q2 2023 Reduced 33.33%
CFR Cullen/Frost Bankers, Inc.	$8.37B	$81,000 0.0% of portfolio	651	Q1 2025 Reduced 43.04%
UBSI United Bankshares Inc	$5.02B	$72,000 0.0% of portfolio	2,077	Q1 2025 Added 0.1%
FFIN First Financial Bankshares Inc	$5.13B	$70,000 0.0% of portfolio	1,965	Q4 2024 Reduced 13.25%
CADE Cadence Bank	$5.84B	$69,000 0.0% of portfolio	2,278	Q1 2025 Added 0.18%
ZION Zions Bancorporation, National Association	$7.34B	$66,000 0.0% of portfolio	1,338	Q4 2024 Reduced 33.7%
LYG Lloyds Banking Group PLC	$67B	$65,000 0.0% of portfolio	17,260	Q1 2025 Reduced 32.11%
WAFD Washington Federal Inc	$1.96B	$54,000 0.0% of portfolio	1,906	Q1 2024 Reduced 10.22%
WSBC Wesbanco Inc	$1.92B	$44,000 0.0% of portfolio	1,432	Q4 2023 Added 7.35%
PB Prosperity Bancshares Inc	$6.59B	$33,000 0.0% of portfolio	470	Q4 2023 Added 14.63%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.