|
Q1 2025
|
108 |
336,703 |
FCNCA, West Coast Community Bancorp, PLBC, SBNC
|
13F-HR
|
5/15/2025 |
000169488625000003 |
|
Q4 2024
|
110 |
362,453 |
FCNCA, West Coast Community Bancorp, OVLY, PLBC
|
13F-HR
|
2/12/2025 |
000169488625000001 |
|
Q3 2024
|
110 |
346,898 |
FCNCA, OVLY, PLBC, SCZC
|
13F-HR
|
11/12/2024 |
000169488624000006 |
|
Q2 2024
|
108 |
303,446 |
FCNCA, OVLY, FINN, PLBC
|
13F-HR
|
8/12/2024 |
000169488624000005 |
|
Q1 2024
|
106 |
300,033 |
FCNCA, FINN, OVLY, PLBC
|
13F-HR
|
5/15/2024 |
000169488624000003 |
|
Q4 2023
|
104 |
318,852 |
FCNCA, OVLY, PLBC, FINN
|
13F-HR
|
2/14/2024 |
000169488624000001 |
|
Q3 2023
|
104 |
278,504 |
FCNCA, FINN, OVLY, PLBC
|
RESTATEMENT
|
11/13/2023 |
000169488623000009 |
|
Q3 2023
|
104 |
278,504 |
FCNCA, FINN, OVLY, PLBC
|
13F-HR
|
11/13/2023 |
000169488623000008 |
|
Q2 2023
|
108 |
281,500 |
FCNCA, SBNC, FINN, OVLY
|
13F-HR
|
8/10/2023 |
000169488623000007 |
|
Q1 2023
|
104 |
276,869 |
First Citizens BancShares Inc/, SBNC, FINN, OVLY
|
13F-HR
|
4/14/2023 |
000169488623000005 |
|
Q4 2022
|
106 |
290,802 |
First Citizens BancShares Inc/, FINN, SBNC, PLBC
|
13F-HR
|
2/10/2023 |
000169488623000003 |
|
Q3 2022
|
111 |
295,335 |
First Citizens BancShares Inc/, FINN, SBNC, EXSR
|
13F-HR
|
11/14/2022 |
000169488622000005 |
|
Q2 2022
|
107 |
295,130 |
First Citizens BancShares Inc/, FINN, SBNC, EXSR
|
13F-HR
|
7/26/2022 |
000169488622000004 |
|
Q1 2022
|
110 |
321,876 |
First Citizens BancShares Inc/, SBNC, EXSR, FINN
|
13F-HR
|
5/3/2022 |
000191200822000002 |
|
Q4 2021
|
111 |
328,109 |
First Citizens BancShares Inc/, EXSR, SBNC, FINN
|
13F-HR
|
1/28/2022 |
000169488622000003 |
|
Q3 2021
|
115 |
317,583 |
First Citizens BancShares Inc/, EXSR, SBNC, FINN
|
13F-HR
|
11/4/2021 |
000169488621000008 |
|
Q2 2021
|
113 |
309,154 |
First Citizens BancShares Inc/, EXSR, SBNC, FINN
|
13F-HR
|
8/11/2021 |
000169488621000007 |
|
Q1 2021
|
114 |
283,217 |
First Citizens BancShares Inc/, EXSR, SBNC, FINN
|
13F-HR
|
5/7/2021 |
000169488621000006 |
|
Q4 2020
|
113 |
251,761 |
First Citizens BancShares Inc/, EXSR, FINN, SBNC
|
13F-HR
|
2/3/2021 |
000169488621000005 |
|
Q3 2020
|
113 |
198,356 |
EXSR, FINN, First Citizens BancShares Inc/, SBNC
|
13F-HR
|
11/17/2020 |
000169488620000005 |
|
Q2 2020
|
120 |
212,993 |
First Citizens BancShares Inc/, EXSR, FINN, SBNC
|
13F-HR
|
8/12/2020 |
000169488620000004 |
|
Q1 2020
|
116 |
229,776 |
EXSR, First Citizens BancShares Inc/, SBNC, FINN
|
13F-HR
|
5/15/2020 |
000169488620000003 |
|
Q4 2019
|
126 |
351,124 |
EXSR, FINN, First Citizens BancShares Inc/, SBNC
|
13F-HR
|
2/5/2020 |
000169488620000002 |
|
Q3 2019
|
131 |
333,364 |
EXSR, FINN, First Citizens BancShares Inc/, SBNC
|
RESTATEMENT
|
10/31/2019 |
000169488619000007 |
|
Q2 2019
|
134 |
337,199 |
EXSR, FINN, First Citizens BancShares Inc/, SBNC
|
13F-HR
|
7/25/2019 |
000169488619000004 |
|
Q1 2019
|
126 |
328,599 |
EXSR, FINN, First Citizens BancShares Inc/, SBNC
|
13F-HR
|
5/13/2019 |
000169488619000003 |
|
Q4 2018
|
29 |
96,038 |
PLBC, CMA, TSBK, RF
|
13F-HR
|
1/22/2019 |
000169488619000001 |
|
Q3 2018
|
26 |
98,623 |
TSBK, PLBC, RF, CMA
|
13F-HR
|
11/13/2018 |
000169488618000004 |
|
Q2 2018
|
28 |
106,267 |
TSBK, PLBC, RF, ZION
|
13F-HR
|
7/19/2018 |
000169488618000003 |
|
Q1 2018
|
28 |
99,937 |
TSBK, PLBC, RF, CMA
|
13F-HR
|
5/2/2018 |
000169488618000002 |
|
Q4 2017
|
29 |
95,506 |
TSBK, PLBC, RF, ZION
|
13F-HR
|
1/5/2018 |
000169488618000001 |
|
Q3 2017
|
26 |
98,631 |
TSBK, PLBC, RF, ZION
|
13F-HR
|
10/20/2017 |
000169488617000008 |
|
Q2 2017
|
31 |
104,442 |
TSBK, PLBC, FCNCA, RF
|
13F-HR
|
7/17/2017 |
000169488617000005 |
|
Q1 2017
|
32 |
100,316 |
TSBK, RF, FCNCA, PLBC
|
13F-HR
|
4/7/2017 |
000169488617000004 |
|
Q4 2016
|
28 |
101,495 |
FCNCA, RF, LION, ZION
|
13F-HR
|
2/7/2017 |
000169488617000002 |