BASSWOOD CAPITAL MANAGEMENT, L.L.C.
NEW YORK NY · SEC CIK 0001085393
$21.19亿2026Q1 申报市值
108持仓数
36.5%前十大占比 · 第一大 6.5%
15 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PNFP 新建仓+$3,928.79万
CBSH 新建仓+$1,440.59万
LAZ 加仓+$1,234.07万
BANR 加仓+$1,165.37万
BAC 加仓+$1,164.10万
2026Q1 卖出最多 按季末市值估算
EVR 清仓-$2,374.84万
RKT 减仓-$2,232.31万
SYNOVUS FINL COR 清仓-$2,156.36万
APO 减仓-$1,974.08万
WEBSTER FINL COR 减仓-$1,838.29万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | TAYLOR MORRISON HOME CORP | $2,559.78万 | 1.21% | 439,523 | -24,164 | -5.2% | -$140.73万 | 减仓 |
| RM | REGIONAL MGMT CORP | $2,733.50万 | 1.29% | 820,677 | -35,964 | -4.2% | -$119.79万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $2,823.68万 | 1.33% | 1,451,765 | 308,710 | 27.0% | $600.44万 | 加仓 |
| KEY | KEYCORP | $2,846.20万 | 1.34% | 1,419,549 | 358,995 | 33.8% | $719.78万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $2,888.82万 | 1.36% | 268,727 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $2,925.21万 | 1.38% | 1,204,285 | 87,133 | 7.8% | $211.65万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $2,952.34万 | 1.39% | 203,905 | 48,475 | 31.2% | $701.87万 | 加仓 |
| FNB | F N B CORP | $3,158.41万 | 1.49% | 1,889,004 | -224,109 | -10.6% | -$374.71万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $3,215.65万 | 1.52% | 536,209 | -25,784 | -4.6% | -$154.63万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3,621.80万 | 1.71% | 198,531 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $3,879.68万 | 1.83% | 284,288 | -43,427 | -13.3% | -$592.65万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $3,928.79万 | 1.85% | 456,094 | 456,094 | — | $3,928.79万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $3,998.63万 | 1.89% | 1,809,335 | 238,964 | 15.2% | $528.11万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $4,032.22万 | 1.90% | 461,352 | -89,575 | -16.3% | -$782.89万 | 减仓 |
| BPOP | POPULAR INC | $4,276.01万 | 2.02% | 318,701 | 52,659 | 19.8% | $706.53万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $4,345.27万 | 2.05% | 23,056 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $4,414.25万 | 2.08% | 469,701 | -138,725 | -22.8% | -$1,303.74万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $4,666.70万 | 2.20% | 872,444 | -46,401 | -5.0% | -$248.20万 | 减仓 |
| RKT | ROCKET COS INC | $5,569.72万 | 2.63% | 3,908,575 | -1,566,535 | -28.6% | -$2,232.31万 | 减仓 |
| MS | MORGAN STANLEY | $6,076.90万 | 2.87% | 369,259 | 0 | 0.0% | — | 不变 |
| DCOM | DIME CMNTY BANCSHARES INC | $6,836.05万 | 3.23% | 2,021,304 | -27,839 | -1.4% | -$94.15万 | 减仓 |
| USB | US BANCORP | $6,951.80万 | 3.28% | 1,336,628 | -293,036 | -18.0% | -$1,524.08万 | 减仓 |
| — | WEBSTER FINL CORP | $8,441.45万 | 3.98% | 1,215,997 | -264,807 | -17.9% | -$1,838.29万 | 减仓 |
| BAC | BANK AMERICA CORP | $9,031.95万 | 4.26% | 1,852,707 | 238,790 | 14.8% | $1,164.10万 | 加仓 |
| TLT | ISHARES TR 看涨期权 | $1.15亿 | 5.43% | 1,326,300 | -89,700 | -6.3% | -$777.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.38亿 | 6.52% | 469,496 | 0 | 0.0% | — | 不变 |