Position in CZWI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$75,853
-$28,589 QoQ
Shares Held
3,831
-34.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $13,712,782,648 across 295 Banks - Regional names. CZWI ranks #257 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
61,683,367 | $3,208,151,908 | |
| 2 | FITB |
Fifth Third Bancorp
|
30,208,077 | $1,403,467,247 | |
| 3 | NU |
Nu Holdings Ltd.
|
91,396,721 | $1,313,370,872 | |
| 4 | MTB |
M&T Bank Corp
|
4,004,229 | $827,754,212 | |
| 5 | BAP |
Credicorp Ltd
|
2,091,624 | $709,437,020 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
264,614 | $498,707,416 | |
| 7 | RF |
Regions Financial Corp
|
18,014,358 | $470,535,025 | |
| 8 | HDB |
Hdfc Bank Ltd
|
18,266,121 | $454,461,082 |
All Filings in CZWI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,853 | 3,831 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $104,442 | 5,861 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $115,864 | 7,210 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $62,803 | 4,551 | Shares | Defined | 2025-08-12 | |
| 2023-06-30 | $9,274 | 1,048 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,726 | 1,011 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $11,825 | 983 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,309 | 1,258 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,119 | 1,744 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $23,269 | 1,540 | Shares | Defined | 2022-05-11 | |
| 2020-09-30 | $48 | 7 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $48 | 7 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||