CHARLES J. MOORE
@Banc Funds Co Llc
Latest period2024 - Q3ReportedManaged Assets$921.366MTotal holdings125
Assets growth rate9.3%Assets growth rate (2-Q avg)2.3%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Banc Funds Co Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 125 positions.
Assets under management
The assets under management (AUM) of Banc Funds Co Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 921.366M in assets, with a quarterly growth rate of 9.3% and a 2-quarter average growth rate of 2.3%. The portfolio is managed by CHARLES J. MOORE, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WRIVWhite River Bancshares Company
| 0.43% | $3.917M 137,422 shares@ $28.5 avg price | Increased 95.87% |
STBKStudio Bank
| 0.38% | $3.444M 344,415 shares@ $10.0 avg price | Increased 10.9% |
EBTCEnterprise Bancorp, Inc.
| 0.37% | $3.388M 106,004 shares@ $31.97 avg price | Increased 4.96% |
SBKOSummit Bank Group, Inc.
| 0.26% | $2.372M 190,501 shares@ $12.45 avg price | Increased 29.77% |
EDVREndeavor Bancorp
| 0.1% | $841,427 83,891 shares@ $10.04 avg price | Increased 30.53% |