Position in CZWI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$571,962
-$88,750 QoQ
Shares Held
28,887
-22.1% QoQ
Ownership
0.300%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BARCLAYS PLC holds $2,464,885,228 across 288 Banks - Regional names. CZWI ranks #180 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
6,940,768 | $360,989,342 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,306,318 | $271,831,710 | |
| 3 | RF |
Regions Financial Corp
|
6,916,422 | $180,656,941 | |
| 4 | FITB |
Fifth Third Bancorp
|
3,852,955 | $179,008,287 | |
| 5 | TFC |
Truist Financial Corp
|
3,740,353 | $171,944,025 | |
| 6 | NU |
Nu Holdings Ltd.
|
9,640,171 | $138,529,256 | |
| 7 | MTB |
M&T Bank Corp
|
650,099 | $134,388,464 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
7,763,791 | $121,503,327 |
All Filings in CZWI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $571,962 | 28,887 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $660,712 | 37,077 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $574,566 | 35,754 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $268,341 | 19,445 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $26,919 | 1,872 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $10,409 | 639 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $48,404 | 3,416 | Shares | Sole | 2026-03-31 | |
| 2023-12-31 | $7,822 | 668 | Shares | Sole | 2026-03-24 | |
| 2021-09-30 | $34,993 | 2,545 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,205 | 746 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||