Position in EFSI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$88,060
+$21,319 QoQ
Shares Held
2,124
+11.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 79 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EFSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,141,625 across 295 Banks - Regional names. EFSI ranks #264 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
59,686,029 | $3,605,036,143 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,970,128 | $1,689,416,105 | |
| 3 | NU |
Nu Holdings Ltd.
|
99,956,959 | $1,335,424,964 | |
| 4 | MTB |
M&T Bank Corp
|
4,045,990 | $962,986,073 | |
| 5 | BAP |
Credicorp Ltd
|
2,433,947 | $948,217,065 | |
| 6 | IBN |
Icici Bank Ltd
|
22,989,740 | $667,392,145 | |
| 7 | RF |
Regions Financial Corp
|
17,977,505 | $542,920,641 | |
| 8 | HDB |
Hdfc Bank Ltd
|
19,095,182 | $493,228,542 |
All Filings in EFSI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,060 | 2,124 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $66,741 | 1,908 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $92,852 | 2,333 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $70,590 | 1,866 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $66,720 | 2,179 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||