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
NFBK Northfield Bancorp, Inc.	$581M	$32,000 0.0% of portfolio	3,000	Q1 2025 Reduced 6.25%
CHMG Chemung Financial Corp	$247M	$29,000 0.0% of portfolio	625	Q2 2023 New
OZK Bank Ozk	$6.12B	$25,000 0.0% of portfolio	581	Q3 2024 Reduced 3.49%
ONB Old National Bancorp	$6.8B	$25,000 0.0% of portfolio	1,205	Q4 2024 Reduced 64.61%
EGBN Eagle Bancorp Inc	$682M	$23,000 0.0% of portfolio	1,107	Q1 2025 Reduced 3.23%
INDB Independent Bank Corp	$3.04B	$23,000 0.0% of portfolio	370	Q1 2025 Added 0.82%
TSBK Timberland Bancorp Inc	$267M	$23,000 0.0% of portfolio	770	Q1 2025 New
CAC Camden National Corp	$627M	$21,000 0.0% of portfolio	525	Q4 2024 Added 250.0%
SBCF Seacoast Banking Corp Of Florida	$1.79B	$21,000 0.0% of portfolio	849	Q4 2023 New
WAL Western Alliance Bancorporation	$9.22B	$19,000 0.0% of portfolio	250	Q1 2025 New
FBNC First Bancorp	$1.66B	$17,000 0.0% of portfolio	434	Q1 2025 Added 0.7%
TCBX Third Coast Bancshares, Inc.	$469M	$17,000 0.0% of portfolio	513	Q2 2024 Reduced 95.12%
PGC Peapack Gladstone Financial Corp	$545M	$14,000 0.0% of portfolio	500	Q2 2024 New
BKU Bank United, Inc.	$2.91B	$13,000 0.0% of portfolio	396	Q4 2024 Added 465.71%
TRST Trustco Bank Corp N Y	$671M	$12,000 0.0% of portfolio	406	Q3 2024 Reduced 12.88%
FULT Fulton Financial Corp	$3.24B	$11,000 0.0% of portfolio	642	Q3 2021 Added 0.94%
BANR Banner Corp	$2.36B	$10,000 0.0% of portfolio	160	Q2 2021 New
CUBI Customers Bancorp, Inc.	$2.08B	$10,000 0.0% of portfolio	200	Q4 2022 Reduced 92.59%
HDB Hdfc Bank LTD	$143B	$10,000 0.0% of portfolio	164	Q1 2025 Reduced 50.15%
DCOM Dime Community Bancshares, Inc.	$1.11B	$9,000 0.0% of portfolio	342	Q4 2024 Reduced 31.6%
HOMB Home Bancshares Inc	$6.09B	$9,000 0.0% of portfolio	352	Q4 2024 Added 32.33%
WSFS Wsfs Financial Corp	$3.61B	$9,000 0.0% of portfolio	188	Q1 2025 Added 9.94%
GCBC Greene County Bancorp Inc	$204M	$8,000 0.0% of portfolio	355	Q4 2024 New
BANC Banc Of California, Inc.	$893M	$7,000 0.0% of portfolio	532	Q3 2024 Added 160.78%
HFBL Home Federal Bancorp, Inc. Of Louisiana	$43.5M	$7,000 0.0% of portfolio	600	Q2 2021 New
MFG Mizuho Financial Group Inc	$69.7B	$7,000 0.0% of portfolio	1,275	Q1 2025 Added 19.27%
FFBC First Financial Bancorp	$2.44B	$6,000 0.0% of portfolio	266	Q3 2023 New
CBU Community Bank System, Inc.	$3.2B	$5,000 0.0% of portfolio	91	Q4 2020 Reduced 19.47%
FBK Fb Financial Corp	$2.21B	$5,000 0.0% of portfolio	116	Q4 2023 New
MBIN Merchants Bancorp	$1.5B	$4,000 0.0% of portfolio	115	Q1 2024 Reduced 2.54%
DB Deutsche Bank Aktiengesellschaft	$61.9B	$4,000 0.0% of portfolio	185	Q4 2024 New
FMNB Farmers National Banc Corp	$489M	$3,000 0.0% of portfolio	304	Q1 2025 Added 1.33%
GABC German American Bancorp, Inc.	$1.2B	$3,000 0.0% of portfolio	93	Q1 2024 New
HFWA Heritage Financial Corp	$898M	$3,000 0.0% of portfolio	150	Q4 2024 Reduced 62.5%
NWBI Northwest Bancshares, Inc.	$1.71B	$3,000 0.0% of portfolio	250	Q4 2024 New
SFBS Servis First Bancshares, Inc.	$4.45B	$3,000 0.0% of portfolio	44	Q1 2025 Added 15.79%
FIBK First Interstate Bancsystem Inc	$3.26B	$2,000 0.0% of portfolio	89	Q1 2025 Added 43.55%
LKFN Lakeland Financial Corp	$1.64B	$2,000 0.0% of portfolio	34	Q4 2024 New
BPOP Popular, Inc.	$8.29B	$2,000 0.0% of portfolio	24	Q4 2024 Reduced 80.0%
ABCB Ameris Bancorp	$4.67B	$1,000 0.0% of portfolio	19	Q4 2024 New
ESQ Esquire Financial Holdings, Inc.	$805M	$1,000 0.0% of portfolio	15	Q2 2024 Reduced 99.69%
FBP First Bancorp	$4.04B	$1,000 0.0% of portfolio	74	Q4 2024 Reduced 47.14%
PNFP Pinnacle Financial Partners Inc	$9.06B	$1,000 0.0% of portfolio	12	Q4 2024 New
TCBI Texas Capital Bancshares Inc	$4.33B	$1,000 0.0% of portfolio	16	Q1 2025 Reduced 70.91%
UNTY Unity Bancorp Inc	$552M	$1,000 0.0% of portfolio	45	Q1 2025 New
FRME First Merchants Corp	$2.44B	$0 0.0% of portfolio	24	Q4 2024 New
NBHC National Bank Holdings Corp	$1.48B	$0 0.0% of portfolio	11	Q4 2024 New
SHG Shinhan Financial Group CO LTD	$17.8B	$0 0.0% of portfolio	14	Q1 2025 Reduced 88.33%
SHBI Shore Bancshares Inc	$328M	$0 0.0% of portfolio	62	Q2 2024 New

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