BASSWOOD CAPITAL MANAGEMENT, L.L.C.
NEW YORK NY · SEC CIK 0001085393
$25.12亿2026Q2 申报市值
111持仓数
35.6%前十大占比 · 第一大 6.1%
4 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WFC 加仓+$2,410.98万
SYF 加仓+$1,773.96万
SSB 加仓+$1,736.73万
HBAN 加仓+$1,509.77万
BAC 加仓+$1,428.88万
2026Q2 卖出最多 按季末市值估算
PFSI 减仓-$2,343.15万
SCHW 减仓-$2,017.97万
RJF 减仓-$1,449.77万
CBSH 清仓-$1,440.59万
PNC 减仓-$1,331.56万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $1.54亿 | 6.12% | 469,496 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $1.20亿 | 4.77% | 2,103,476 | 250,769 | 13.5% | $1,428.88万 | 加仓 |
| TLT | ISHARES TR 看涨期权 | $1.15亿 | 4.56% | 1,326,300 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $9,292.65万 | 3.70% | 1,215,997 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $8,073.23万 | 3.21% | 1,336,628 | 0 | 0.0% | — | 不变 |
| DCOM | DIME COML BANCSHARES INC | $7,910.56万 | 3.15% | 1,946,016 | -75,288 | -3.7% | -$306.05万 | 减仓 |
| MS | MORGAN STANLEY | $7,718.99万 | 3.07% | 369,259 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $7,394.30万 | 2.94% | 4,694,791 | 786,216 | 20.1% | $1,238.29万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5,175.37万 | 2.06% | 257,969 | 59,438 | 29.9% | $1,192.45万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $5,164.56万 | 2.06% | 847,066 | -25,378 | -2.9% | -$154.73万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $4,797.47万 | 1.91% | 23,056 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $4,790.07万 | 1.91% | 291,757 | -26,944 | -8.5% | -$442.37万 | 减仓 |
| TOL | TOLL BROTHERS INC | $4,683.64万 | 1.86% | 284,288 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $4,611.42万 | 1.84% | 1,780,471 | -28,864 | -1.6% | -$74.76万 | 减仓 |
| WFC | WELLS FARGO & CO | $4,590.06万 | 1.83% | 555,428 | 291,745 | 110.6% | $2,410.98万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $4,573.40万 | 1.82% | 601,368 | 233,262 | 63.4% | $1,773.96万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $4,400.11万 | 1.75% | 369,416 | 100,689 | 37.5% | $1,199.31万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $4,142.52万 | 1.65% | 410,638 | -45,456 | -10.0% | -$458.56万 | 减仓 |
| RM | REGIONAL MGMT CORP | $3,524.35万 | 1.40% | 855,425 | 34,748 | 4.2% | $143.16万 | 加仓 |
| KRE | SPDR SERIES TRUST 看跌期权 | $3,192.35万 | 1.27% | 426,500 | 85,000 | 24.9% | $636.23万 | 加仓 |
| KEY | KEYCORP | $3,118.93万 | 1.24% | 1,353,117 | -66,432 | -4.7% | -$153.13万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 看跌期权 | $3,080.63万 | 1.23% | 43,800 | 12,800 | 41.3% | $900.28万 | 加仓 |
| IVZ | INVESCO LTD | $3,080.40万 | 1.23% | 1,167,259 | -37,026 | -3.1% | -$97.71万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $2,941.52万 | 1.17% | 425,137 | -953 | -0.2% | -$6.59万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $2,911.22万 | 1.16% | 1,285,307 | -166,458 | -11.5% | -$377.03万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $2,849.27万 | 1.13% | 338,957 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $2,807.50万 | 1.12% | 281,031 | 173,847 | 162.2% | $1,736.73万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $2,772.29万 | 1.10% | 386,436 | -53,087 | -12.1% | -$380.85万 | 减仓 |
| ALLY | ALLY FINL INC | $2,746.34万 | 1.09% | 597,680 | 24,525 | 4.3% | $112.69万 | 加仓 |
| BANR | BANNER CORP | $2,730.90万 | 1.09% | 411,033 | 2,169 | 0.5% | $14.41万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,678.46万 | 1.07% | 38,082 | 0 | 0.0% | — | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $2,665.02万 | 1.06% | 380,337 | -155,872 | -29.1% | -$1,092.20万 | 减仓 |
| BOH | BANK HAWAII CORP | $2,644.34万 | 1.05% | 324,499 | 7,834 | 2.5% | $63.84万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,635.92万 | 1.05% | 1,486,699 | 851,533 | 134.1% | $1,509.77万 | 加仓 |
| CPF | CENTRAL PAC FINL CORP | $2,560.31万 | 1.02% | 670,238 | -61,295 | -8.4% | -$234.15万 | 减仓 |
| FNB | F N B CORP | $2,407.93万 | 0.96% | 1,262,019 | -626,985 | -33.2% | -$1,196.29万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2,315.96万 | 0.92% | 250,998 | -218,703 | -46.6% | -$2,017.97万 | 减仓 |
| BLK | BLACKROCK INC | $2,312.17万 | 0.92% | 24,046 | 3,126 | 14.9% | $300.58万 | 加仓 |
| LAZ | LAZARD INC | $2,290.83万 | 0.91% | 546,216 | -38,172 | -6.5% | -$160.09万 | 减仓 |
| MHO | M/I HOMES INC | $2,192.60万 | 0.87% | 136,364 | -742 | -0.5% | -$11.93万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $2,154.67万 | 0.86% | 321,017 | 198,816 | 162.7% | $1,334.45万 | 重新持有 |
| OBK | ORIGIN BANCORP INC | $2,139.06万 | 0.85% | 418,193 | 14,238 | 3.5% | $72.83万 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP | $2,077.58万 | 0.83% | 210,367 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $2,059.41万 | 0.82% | 144,257 | 29,137 | 25.3% | $415.96万 | 重新持有 |
| HFWA | HERITAGE FINL CORP WASH | $2,040.85万 | 0.81% | 689,010 | -9,894 | -1.4% | -$29.31万 | 减仓 |
| PHM | PULTE GROUP INC | $1,862.35万 | 0.74% | 135,730 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $1,753.84万 | 0.70% | 234,722 | 114,740 | 95.6% | $857.34万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $1,731.93万 | 0.69% | 1,182,206 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $1,719.44万 | 0.68% | 158,693 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $1,675.23万 | 0.67% | 192,334 | -269,018 | -58.3% | -$2,343.15万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $1,650.19万 | 0.66% | 108,544 | -95,361 | -46.8% | -$1,449.77万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $1,587.10万 | 0.63% | 361,690 | 110,180 | 43.8% | $483.47万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $1,576.01万 | 0.63% | 334,183 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1,474.19万 | 0.59% | 261,521 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1,451.78万 | 0.58% | 66,458 | 11,693 | 21.4% | $255.43万 | 加仓 |
| CBZ | CBIZ INC | $1,447.64万 | 0.58% | 451,259 | 246,597 | 120.5% | $791.08万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,382.99万 | 0.55% | 56,169 | -54,080 | -49.1% | -$1,331.56万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $1,377.80万 | 0.55% | 291,105 | 95,585 | 48.9% | $452.40万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $1,368.73万 | 0.54% | 273,747 | 0 | 0.0% | — | 不变 |
| CAC | CAMDEN NATL CORP | $1,343.02万 | 0.53% | 247,699 | 0 | 0.0% | — | 不变 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $1,342.59万 | 0.53% | 311,615 | 235,527 | 309.5% | $1,014.77万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $1,337.33万 | 0.53% | 998,750 | -48,742 | -4.7% | -$65.27万 | 减仓 |
| AMTB | AMERANT BANCORP INC | $1,268.75万 | 0.51% | 497,159 | 497,159 | — | $1,268.75万 | 新建仓 |
| PWP | PERELLA WEINBERG PARTNERS | $1,258.82万 | 0.50% | 788,737 | 0 | 0.0% | — | 不变 |
| BANC | BANC OF CALIFORNIA INC | $1,177.59万 | 0.47% | 576,403 | 325,201 | 129.5% | $664.39万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1,167.51万 | 0.46% | 34,501 | 22,197 | 180.4% | $751.15万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $1,152.37万 | 0.46% | 137,646 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $1,116.71万 | 0.44% | 502,120 | -413,318 | -45.1% | -$919.22万 | 减仓 |
| STT | STATE STR CORP | $1,109.12万 | 0.44% | 65,396 | -5,369 | -7.6% | -$91.06万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1,094.61万 | 0.44% | 133,164 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $1,067.99万 | 0.43% | 233,034 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $1,054.77万 | 0.42% | 116,511 | -91,193 | -43.9% | -$825.57万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $978.91万 | 0.39% | 414,090 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $895.28万 | 0.36% | 98,937 | 12,936 | 15.0% | $117.06万 | 加仓 |
| USCB | USCB FINANCIAL HOLDINGS INC | $893.88万 | 0.36% | 436,892 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $846.10万 | 0.34% | 180,329 | 10,589 | 6.2% | $49.68万 | 加仓 |
| TLT | ISHARES TR | $830.96万 | 0.33% | 96,154 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $806.77万 | 0.32% | 190,680 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $788.04万 | 0.31% | 123,266 | 0 | 0.0% | — | 不变 |
| BSRR | SIERRA BANCORP | $750.35万 | 0.30% | 184,089 | 44,413 | 31.8% | $181.03万 | 加仓 |
| MVBF | MVB FINL CORP | $747.68万 | 0.30% | 257,731 | 140,615 | 120.1% | $407.92万 | 加仓 |
| TCBK | TRICO BANCSHARES | $743.03万 | 0.30% | 137,981 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $734.98万 | 0.29% | 491,956 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $727.81万 | 0.29% | 104,316 | 104,316 | — | $727.81万 | 新建仓 |
| SHBI | SHORE BANCSHARES INC | $686.74万 | 0.27% | 299,231 | 299,231 | — | $686.74万 | 新建仓 |
| WASH | WASHINGTON TR BANCORP INC | $671.22万 | 0.27% | 183,998 | 183,998 | — | $671.22万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $475.47万 | 0.19% | 166,538 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $447.60万 | 0.18% | 131,609 | -96,106 | -42.2% | -$326.86万 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $412.26万 | 0.16% | 31,107 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $380.18万 | 0.15% | 76,311 | -116,120 | -60.3% | -$578.51万 | 减仓 |
| — | PRINCETON BANCORP INC | $370.12万 | 0.15% | 97,529 | 5,841 | 6.4% | $22.17万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $345.72万 | 0.14% | 117,192 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $317.98万 | 0.13% | 13,360 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $299.83万 | 0.12% | 25,343 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $278.80万 | 0.11% | 19,920 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $250.18万 | 0.10% | 38,242 | -22,726 | -37.3% | -$148.67万 | 减仓 |
| HAPN | HAPPEN INC | $230.85万 | 0.09% | 111,309 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC | $229.73万 | 0.09% | 58,859 | 0 | 0.0% | — | 不变 |
| NBHC | NATIONAL BK HLDGS CORP | $208.63万 | 0.08% | 46,956 | 0 | 0.0% | — | 重新持有 |
| EWBC | EAST WEST BANCORP INC | $196.85万 | 0.08% | 15,249 | 0 | 0.0% | — | 不变 |