Position in CASH
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$6,726,782
+$3,817,770 QoQ
Shares Held
75,387
+84.0% QoQ
Ownership
0.357%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,194,070,161 across 117 Banks - Regional names. CASH ranks #45 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,013,155 | $418,917,423 | |
| 2 | USB |
US Bancorp De
|
6,493,521 | $337,728,027 | |
| 3 | TFC |
Truist Financial Corp
|
3,923,187 | $180,348,906 | |
| 4 | FITB |
Fifth Third Bancorp
|
1,992,673 | $92,579,587 | |
| 5 | IBN |
Icici Bank Ltd
|
2,842,563 | $73,622,381 | |
| 6 | MTB |
M&T Bank Corp
|
307,675 | $63,602,576 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,213,007 | $61,431,425 | |
| 8 | WTFC |
Wintrust Financial Corp
|
422,862 | $58,752,446 |
All Filings in CASH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,726,782 | 75,387 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,909,012 | 40,972 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,656,736 | 35,897 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,721,095 | 34,392 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,284,356 | 31,314 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,329,001 | 18,062 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,092,399 | 16,549 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $773,368 | 13,671 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $614,947 | 12,182 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $824,278 | 15,573 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $431,402 | 9,360 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $249,787 | 5,388 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $252,840 | 6,094 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $238,755 | 5,546 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $310,906 | 8,040 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $454,572 | 8,277 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $672,487 | 11,272 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $634,430 | 12,089 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $296,995 | 5,866 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||