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
CMA Comerica Inc	$8.97B	$30,000 0.0% of portfolio	517	Q2 2025 Reduced 63.62%
OZK Bank Ozk	$6.03B	$26,000 0.0% of portfolio	556	Q2 2025 Reduced 4.3%
ONB Old National Bancorp	$6.43B	$25,000 0.0% of portfolio	1,205	Q4 2024 Reduced 64.61%
TSBK Timberland Bancorp Inc	$272M	$24,000 0.0% of portfolio	770	Q1 2025 New
INDB Independent Bank Corp	$3.15B	$23,000 0.0% of portfolio	373	Q2 2025 Added 0.81%
SBCF Seacoast Banking Corp Of Florida	$1.87B	$23,000 0.0% of portfolio	849	Q4 2023 New
CAC Camden National Corp	$564M	$21,000 0.0% of portfolio	525	Q4 2024 Added 250.0%
EGBN Eagle Bancorp Inc	$649M	$21,000 0.0% of portfolio	1,107	Q1 2025 Reduced 3.23%
HDB Hdfc Bank LTD	$63.4B	$20,000 0.0% of portfolio	265	Q2 2025 Added 61.59%
FBNC First Bancorp	$1.9B	$19,000 0.0% of portfolio	436	Q2 2025 Added 0.46%
TCBX Third Coast Bancshares, Inc.	$518M	$16,000 0.0% of portfolio	513	Q2 2024 Reduced 95.12%
BKU Bank United, Inc.	$2.96B	$14,000 0.0% of portfolio	396	Q4 2024 Added 465.71%
PGC Peapack Gladstone Financial Corp	$508M	$14,000 0.0% of portfolio	500	Q2 2024 New
TRST Trustco Bank Corp N Y	$697M	$13,000 0.0% of portfolio	406	Q3 2024 Reduced 12.88%
HOMB Home Bancshares Inc	$5.8B	$12,000 0.0% of portfolio	424	Q2 2025 Added 20.45%
CUBI Customers Bancorp, Inc.	$2.13B	$11,000 0.0% of portfolio	200	Q4 2022 Reduced 92.59%
BUSE First Busey Corp	$1.3B	$11,000 0.0% of portfolio	482	Q2 2025 New
FULT Fulton Financial Corp	$3.12B	$11,000 0.0% of portfolio	642	Q3 2021 Added 0.94%
BANR Banner Corp	$2.24B	$10,000 0.0% of portfolio	160	Q2 2021 New
DCOM Dime Community Bancshares, Inc.	$1.15B	$9,000 0.0% of portfolio	342	Q4 2024 Reduced 31.6%
HFBL Home Federal Bancorp, Inc. Of Louisiana	$42.8M	$8,000 0.0% of portfolio	600	Q2 2021 New
BANC Banc Of California, Inc.	$995M	$7,000 0.0% of portfolio	532	Q3 2024 Added 160.78%
GCBC Greene County Bancorp Inc	$194M	$7,000 0.0% of portfolio	355	Q4 2024 New
MFG Mizuho Financial Group Inc	$84.9B	$7,000 0.0% of portfolio	1,275	Q1 2025 Added 19.27%
FFBC First Financial Bancorp	$2.39B	$6,000 0.0% of portfolio	266	Q3 2023 New
CBU Community Bank System, Inc.	$3.15B	$5,000 0.0% of portfolio	91	Q4 2020 Reduced 19.47%
FBK Fb Financial Corp	$2.62B	$5,000 0.0% of portfolio	116	Q4 2023 New
FMNB Farmers National Banc Corp	$487M	$4,000 0.0% of portfolio	308	Q2 2025 Added 1.32%
BHLB Berkshire Hills Bancorp Inc	$1.19B	$3,000 0.0% of portfolio	126	Q2 2025 New
MBIN Merchants Bancorp	$1.38B	$3,000 0.0% of portfolio	115	Q1 2024 Reduced 2.54%
NWBI Northwest Bancshares, Inc.	$1.57B	$3,000 0.0% of portfolio	250	Q4 2024 New
LKFN Lakeland Financial Corp	$1.63B	$2,000 0.0% of portfolio	34	Q4 2024 New
UNTY Unity Bancorp Inc	$513M	$2,000 0.0% of portfolio	45	Q1 2025 New
ESQ Esquire Financial Holdings, Inc.	$826M	$1,000 0.0% of portfolio	15	Q2 2024 Reduced 99.69%
WSFS Wsfs Financial Corp	$3.34B	$1,000 0.0% of portfolio	20	Q2 2025 Reduced 89.36%
FBP First Bancorp	$4.11B	$0 0.0% of portfolio	46	Q2 2025 Reduced 37.84%
FIBK First Interstate Bancsystem Inc	$3.33B	$0 0.0% of portfolio	16	Q2 2025 Reduced 82.02%
SFBS Servis First Bancshares, Inc.	$4.37B	$0 0.0% of portfolio	9	Q2 2025 Reduced 79.55%
SHG Shinhan Financial Group CO LTD	$17.8B	$0 0.0% of portfolio	14	Q1 2025 Reduced 88.33%
SHBI Shore Bancshares Inc	$329M	$0 0.0% of portfolio	62	Q2 2024 New
TCBI Texas Capital Bancshares Inc	$4.22B	$0 0.0% of portfolio	10	Q2 2025 Reduced 37.5%
TBK Triumph Bancorp, Inc.	$1.57B	$0 0.0% of portfolio	13	Q2 2025 New

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