Position in BWB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,555,064
+$369,915 QoQ
Shares Held
168,967
-6.1% QoQ
Ownership
0.606%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 149 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in BWB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,116,233 across 295 Banks - Regional names. BWB ranks #137 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
59,686,029 | $3,605,036,143 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,970,128 | $1,689,416,105 | |
| 3 | NU |
Nu Holdings Ltd.
|
99,956,959 | $1,335,424,964 | |
| 4 | MTB |
M&T Bank Corp
|
4,045,990 | $962,986,073 | |
| 5 | BAP |
Credicorp Ltd
|
2,433,947 | $948,217,065 | |
| 6 | IBN |
Icici Bank Ltd
|
22,989,740 | $667,392,145 | |
| 7 | RF |
Regions Financial Corp
|
17,977,505 | $542,920,641 | |
| 8 | HDB |
Hdfc Bank Ltd
|
19,095,182 | $493,228,542 |
All Filings in BWB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,555,064 | 168,967 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,185,149 | 179,952 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,505,489 | 199,971 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,149,258 | 122,117 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $866,156 | 54,441 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,121,366 | 80,732 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,667,361 | 123,417 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $433,062 | 30,562 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $131,899 | 11,361 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $350,897 | 30,146 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $405,409 | 29,986 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $529,495 | 55,854 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $681,933 | 69,232 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $927,599 | 85,572 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $2,707,087 | 152,598 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,453,879 | 148,991 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,724,268 | 168,790 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,139,158 | 68,295 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,734,397 | 98,044 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,530,530 | 87,409 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,743,326 | 107,946 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,300,969 | 142,475 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,756,843 | 140,660 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $1,140,355 | 120,164 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,407,426 | 137,310 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,769,478 | 181,485 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||