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Nice post.
Having been heavily into financials (including banks) for a long time, I began lightening my positions over the past 1-2 years. But then couldn't resist adding in March.

But I tend to concentrate on those outside of the primary nationals. I have exposure to those through my Berkshire and index holdings, of course.

I currently have positions in CFG, TFSL, COF, GS, INBK, and HDB.

Have been looking at PNC and PBCT recently.

(No overlap with your list!)

Given your comments re: not having much productive to do with their money, do you have any thoughts on positioning across the regionals, nationals, etc.?
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