Position in BWB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$437,189
+$69,402 QoQ
Shares Held
20,779
0.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 149 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BWB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. BWB ranks #183 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp \De\
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in BWB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,189 | 20,779 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $367,787 | 20,779 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $364,430 | 20,789 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $364,232 | 20,695 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $607,682 | 38,195 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $530,528 | 38,195 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $516,014 | 38,195 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $541,223 | 38,195 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $443,443 | 38,195 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,197,395 | 102,869 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,415,287 | 104,681 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $987,749 | 104,193 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $948,308 | 96,275 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $767,981 | 70,847 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $1,256,825 | 70,847 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,174,426 | 71,307 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,071,211 | 66,370 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,115,074 | 66,851 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,167,432 | 65,994 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $353,508 | 20,189 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $326,052 | 20,189 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $383,093 | 23,721 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $342,463 | 27,419 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $290,289 | 30,589 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $307,930 | 30,042 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $360,574 | 36,982 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||