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Homestreet shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Homestreet (MCHB) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Homestreet

Tip: Access up to 7 years of quarterly data

All positions including Homestreet held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Homestreet by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 327k 13.31

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View all positions for Capital Planning Advisors

Top funds holding Homestreet

Philadelphia Financial Management of San Francisco
BlackRock
Miracle Mile Advisors
Mendon Capital Advisors Corp.
Sandler O'Neill Asset Management
Vanguard Group
RMB Capital Management
Jennifer Ranahan
Dimensional Fund Advisors
Ameriprise Financial
Stieven Capital Advisors
OZ Management
Geode Capital Management
J. Goldman & Co
Millennium Management

View all funds holding Homestreet