CSHX Institutional Ownership & Shareholders
CASHMERE VALLEY BANK (CSHX) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Siena Capital Partners Gp, Llc is currently the largest disclosed institutional shareholder of CSHX tracked by InsiderSet, reporting ownership valued at approximately $6.12M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CSHX value among the investors covered in this analysis. Major shareholders include Siena Capital Partners Gp, Llc, Zevenbergen Capital Investments Llc, and several other long-term asset managers with concentrated positions in CASHMERE VALLEY BANK (CSHX).
This page ranks the largest institutional CSHX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$6.36M
Largest Holder
Siena Capital Partners Gp, Llc
Largest Position
$6.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Siena Capital Partners Gp, Llc | 1.48% | 75,597 | $6,124,113 | — | — | — | |
| Zevenbergen Capital Investments Llc | 0.01% | 2,585 | $232,004 | — | — | — |
Frequently asked questions about CSHX
Who are the largest institutional holders of CSHX?
The largest institutional holders of CSHX reported in the latest SEC Form 13F filings include Siena Capital Partners Gp, Llc and Zevenbergen Capital Investments Llc. InsiderSet ranks institutional holders by their latest reported CSHX position.
What is CSHX institutional ownership?
This page tracks CSHX positions reported by institutional investment managers through SEC Form 13F. CASHMERE VALLEY BANK (CSHX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CSHX?
InsiderSet currently tracks 2 institutional managers reporting CSHX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CSHX shareholders.
How much CSHX stock do institutions own?
Institutional investment managers disclosed approximately $6.36M in CSHX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CSHX institutional ownership last updated?
The latest CSHX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CSHX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CSHX position after the reporting date.
Are institutions buying or selling CSHX?
Institutional buying and selling can be analyzed by comparing CSHX positions across consecutive 13F reporting periods. InsiderSet's CSHX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CSHX ownership changes.
How has CSHX institutional ownership changed over time?
InsiderSet tracks CSHX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.