Position in CWBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$748,158
-$256,794 QoQ
Shares Held
27,854
-35.4% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 148 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,949 across 271 Banks - Regional names. CWBC ranks #214 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp \De\
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in CWBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,158 | 27,854 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,004,952 | 43,131 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $849,756 | 37,767 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $663,231 | 31,825 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $637,020 | 32,651 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $204,240 | 11,052 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $342,422 | 17,678 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $238,900 | 12,404 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $216,708 | 11,714 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||