Position in BWFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,466,810
+$5,979 QoQ
Shares Held
24,967
-21.7% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 125 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in BWFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,141,625 across 295 Banks - Regional names. BWFG ranks #171 (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 BWFG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,466,810 | 24,967 | Shares | Defined | 2026-08-12 | |
| 2025-12-31 | $1,460,831 | 31,882 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $348,467 | 7,875 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $203,857 | 5,658 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $405,830 | 13,447 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $734,827 | 23,590 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $348,557 | 11,638 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $111,627 | 4,400 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $292,342 | 11,270 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $200,936 | 6,658 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $92,759 | 3,822 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $122,849 | 5,039 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $121,191 | 4,118 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $89,803 | 3,085 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $136,898 | 4,409 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $215,936 | 6,383 | Shares | Defined | 2022-05-11 | |
| 2021-09-30 | $191,355 | 6,560 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $242,457 | 8,772 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $570,153 | 21,156 | Shares | Defined | 2021-05-12 | |
| 2020-09-30 | $556,461 | 39,326 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $710,522 | 44,687 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $225,404 | 14,771 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||