Basswood Capital Management, L.l.c.
Annual return
—
SPY
—
Alpha
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Invested
$4.2B
Holdings
107
Trades YTD
67
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 70.0% (469.5k → 140.9k shares)
6.6%
02
$TLT
ISHARES TR
Q1 2026: Exited (was 2.83M shares)
5.9%
03
$BAC
BANK AMERICA CORP
Q1 2026: Sold 51.4% (1.61M → 784.4k shares)
4.3%
04
$WBS
WEBSTER FINL CORP
Q1 2026: Exited (was 1.48M shares)
4.0%
05
$USB
US BANCORP
Q1 2026: Sold 87.7% (1.63M → 201.0k shares)
3.3%
06
$DCOM
DIME CMNTY BANCSHARES INC
Q1 2026: Sold 97.1% (2.05M → 60.2k shares)
3.3%
07
$DWD
MORGAN STANLEY
Q1 2026: Sold 78.1% (369.3k → 80.9k shares)
2.9%
08
$RKT
ROCKET COS INC
Q1 2026: Exited (was 5.48M shares)
2.7%
09
$OMF
ONEMAIN HLDGS INC
Q1 2026: Sold 99.5% (918.8k → 4.2k shares)
2.2%
10
$SCHW
SCHWAB CHARLES CORP
Q1 2026: Sold 47.5% (608.4k → 319.6k shares)
2.1%
Recent trades · Last 90 days
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 15:35 UTC.