HoldCo Asset Management, LP

13F Portfolio Filings

Most recent 13F
Q2 2026
13D/G filings
13D on 4 securities
Location
Fort Lauderdale, FL
CIK
0001724246
Alternate names
HoldCo Asset Management, L.P.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 29 1,557,832 FITB, COLB, KEY, BKU 13F-HR 8/14/2026 000172424626000004
Q1 2026 29 1,343,600 FITB, BKU, COLB, KEY 13F-HR 5/15/2026 000172424626000003
Q4 2025 29 1,329,376 CMA, COLB, BKU, KEY 13F-HR 2/12/2026 000172424626000002
Q3 2025 26 947,556 CMA, COLB, FIBK, EBC 13F-HR 11/13/2025 000172424625000007
Q2 2025 24 638,610 COLB, FIBK, CFG, KEY 13F-HR 8/14/2025 000172424625000005
Q3 2024 15 18,907 PEBK, FBMS, CPF, EBMT 13F-HR 11/13/2024 000172424624000012
Q2 2024 15 16,345 PEBK, FBMS, EBMT, SHBI 13F-HR 8/13/2024 000172424624000006
Q1 2024 15 16,721 PEBK, FBMS, EBMT, SHBI 13F-HR 5/14/2024 000172424624000005
Q4 2023 20 35,500 BBT, FBNC, PEBK, FBMS 13F-HR 2/13/2024 000172424624000002
Q3 2023 22 35,769 BBT, C, FBNC, PEBK 13F-HR 11/14/2023 000172424623000011
Q2 2023 2 1,228 BHRB, BCAL NEW HOLDINGS 11/14/2023 000172424623000012
Q2 2023 20 156,429 C, FHN, BBT, FBNC 13F-HR 8/11/2023 000172424623000009
Q1 2023 19 181,690 C, BBT, PEBK, FBNC 13F-HR 5/12/2023 000172424623000007
Q4 2022 21 473,052 JPM, C, BNY, BBT 13F-HR 2/13/2023 000172424623000001
Q3 2022 21 325,156 C, BNY, BPOP, BBT 13F-HR 11/14/2022 000172424622000008
Q2 2022 19 183,314 C, BBT, SHBI, FNWB 13F-HR 8/12/2022 000172424622000007
Q1 2022 24 137,160 BBT, UCB, UMPQ, SHBI 13F-HR 5/16/2022 000172424622000004
Q4 2021 23 625,050 WFC, CITIGROUP INC, UMPQ, UCB 13F-HR 2/14/2022 000172424622000001
Q3 2021 23 647,940 WFC, CITIGROUP INC, UMPQ, UCB 13F-HR 11/10/2021 000172424621000009
Q2 2021 23 633,760 WFC, CITIGROUP INC, UCB, UMPQ 13F-HR 8/11/2021 000172424621000007
Q1 2021 21 608,739 CITIGROUP INC, WFC, UCB, BPFH 13F-HR 5/14/2021 000172424621000005
Q4 2020 24 453,138 CITIGROUP INC, WFC, UCB, UMPQ 13F-HR 2/2/2021 000172424621000004

13D and 13G Filings

All 13D and 13G filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.

Issuer % of Class Filed
TrustCo Bank Corp NY 13D
TRST · 898349204
 5.1% 7/28/2026
Event 7/21/2026
Capitol Federal Financial, Inc. 13D
CFFN · 14057J101
 5.1% 5/5/2026
Event 4/28/2026
Central Pacific Financial Corp 13D/A
CPF · 154760409
 9.2% 1/29/2026
Event 1/28/2026
XBP Global Holdings, Inc. 13D
XBP · 98400V101
 6.7% 8/5/2025
Event 7/29/2025