13F Filings History of HoldCo Asset Management, LP

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$1,329,376,493
Signature - Title
Shan Chang - Chief Compliance Officer
Location
Fort Lauderdale, FL
Summary
This page shows a list of all the recent 13F filings made by HoldCo Asset Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HoldCo Asset Management, LP reported 29 stock holdings with total value $1,329,376,493 as of Q4 2025. Top holdings included CMA, COLB, BKU, KEY, and FIBK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 29 $1,329,376,493 +$360,377,556 -$83,688,129 +$276,689,427 CMA, COLB, BKU, KEY, FIBK 13F-HR 12 Feb 2026, 17:27
Q3 2025 26 $947,556,602 +$323,221,826 -$80,939,842 +$242,281,984 CMA, COLB, FIBK, EBC, CFG 13F-HR 13 Nov 2025, 17:35
Q2 2025 24 $638,610,975 $0 $0 $0 COLB, FIBK, CFG, KEY, EBC 13F-HR 14 Aug 2025, 11:54
Q3 2024 15 $18,907,468 $0 $0 $0 PEBK, FBMS, CPF, EBMT, SHBI 13F-HR 13 Nov 2024, 16:07
Q2 2024 15 $16,345,076 $0 $0 $0 PEBK, FBMS, EBMT, SHBI, CPF 13F-HR 13 Aug 2024, 14:19
Q1 2024 15 $16,721,384 $0 -$16,719,554 -$16,719,554 PEBK, FBMS, EBMT, SHBI, CPF 13F-HR 14 May 2024, 17:19
Q4 2023 20 $35,500,794 $0 -$7,664,652 -$7,664,652 BHLB, FBNC, PEBK, FBMS, EBMT 13F-HR 13 Feb 2024, 10:30
Q3 2023 22 $35,769,797 $0 -$113,466,218 -$113,466,218 BHLB, C, FBNC, PEBK, FBMS 13F-HR 14 Nov 2023, 15:24
Q2 2023 2 $1,228,901 $0 $0 $0 BHRB, BCAL New Holdings 14 Nov 2023, 15:27
Q2 2023 22 $157,658,219 +$64,097,582 -$80,328,520 -$16,230,938 C, FHN, BHLB, FBNC, FBMS 13F-HR 11 Aug 2023, 11:19
Q1 2023 19 $181,690,461 +$8,852,807 -$298,591,066 -$289,738,259 C, BHLB, PEBK, FBNC, FBMS 13F-HR 12 May 2023, 13:29
Q4 2022 21 $473,052,771 +$195,074,121 -$75,872,294 +$119,201,827 JPM, C, BK, BHLB, FBNC 13F-HR 13 Feb 2023, 13:50
Q3 2022 21 $325,156,000 +$154,623,000 -$160,860 +$154,462,140 C, BK, BPOP, BHLB, SHBI 13F-HR 14 Nov 2022, 11:35
Q2 2022 19 $183,314,000 +$137,510,790 -$74,408,928 +$63,101,862 C, BHLB, SHBI, FNWB, FBNC 13F-HR 12 Aug 2022, 11:56
Q1 2022 24 $137,160,000 +$849,151 -$468,074,245 -$467,225,094 BHLB, UCB, UMPQ, SHBI, FBNC 13F-HR 16 May 2022, 16:32
Q4 2021 23 $625,050,000 $0 -$31,756,881 -$31,756,881 WFC, C, UMPQ, UCB, BPOP 13F-HR 14 Feb 2022, 12:32
Q3 2021 23 $647,940,000 +$45,109,880 -$44,985,000 +$124,880 WFC, C, UMPQ, UCB, BPOP 13F-HR 10 Nov 2021, 14:58
Q2 2021 23 $633,760,000 +$10,119,000 -$17,110,070 -$6,991,070 WFC, C, UCB, UMPQ, BHLB 13F-HR 11 Aug 2021, 17:49
Q1 2021 21 $608,739,000 +$51,619,071 -$4,760,000 +$46,859,071 C, WFC, UCB, BPFH, UMPQ 13F-HR 14 May 2021, 15:22
Q4 2020 24 $453,138,000 $0 $0 $0 C, WFC, UCB, UMPQ, BPFH 13F-HR 02 Feb 2021, 14:34