Position in CZWI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,004,235
+$342,580 QoQ
Shares Held
50,719
+36.6% QoQ
Ownership
0.526%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 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, 2026GOLDMAN SACHS GROUP INC holds $10,402,101,393 across 292 Banks - Regional names. CZWI ranks #253 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
13,342,380 | $693,937,182 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
21,783,243 | $648,704,974 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,875,709 | $598,406,282 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,800,557 | $548,253,876 | |
| 5 | NU |
Nu Holdings Ltd.
|
33,735,425 | $484,778,055 | |
| 6 | TFC |
Truist Financial Corp
|
10,228,497 | $470,204,004 | |
| 7 | KEY |
Keycorp /New/
|
14,494,858 | $290,621,901 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
4,568,369 | $273,965,085 |
All Filings in CZWI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,004,235 | 50,719 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $661,655 | 37,130 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $202,867 | 12,624 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $602,378 | 41,890 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $428,557 | 26,308 | Shares | Defined | 2025-02-11 | |
| 2022-12-31 | $141,881 | 11,794 | Shares | Defined | 2024-05-14 | |
| 2020-06-30 | $115,687 | 16,864 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $108,140 | 16,766 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||