Search
⚲

Type	Result	AUM ($B)

CIK	Period
0001426665 0001700286	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30

Sector	Form 13F Holdings	Value ($M)
	Bank of America Corp /DE/	82.7
	AXA Equitable Holdings Inc	75.5
	UNUM Group	68.8
	KKR & Co LP	66.7
	Prosperity Bancshares Inc	62.7
	Carlyle Group LP	62.6
	Citizens Financial Group Inc/Ri	55.6
	ING US Inc	51.4
	SCBT Financial Corp	49.8
	Alkami Technology Inc	48.9
	Lincoln National Corp	48.3
	Huntington Bancshares Inc/MD	47.9
	American International Group Inc	46.8
	Stifel Financial Corp	44.6
	Old National Bancorp /IN/	44.2
	Global Payments Inc	42.0
	Corebridge Financial Inc	40.3
	Zions Bancorporation /UT/	35.5
	Q2 Holdings Inc	32.8
	Ncino Inc	31.1
	Wesbanco Inc	27.0
	Columbia Banking System Inc	23.7
	Center Bancorp Inc	23.0
	Northern Trust Corp	21.3
	Everest RE Group Ltd	18.9
	Webster Financial Corp	18.7
	Lazard Ltd	18.1
	Boston Properties Inc	13.8
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 212155420, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

315568616