Position in FBIZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,089,492
+$136,010 QoQ
Shares Held
17,247
-2.4% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 141 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBIZ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $2,575,847,317 across 303 Banks - Regional names. FBIZ ranks #122 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
6,816,066 | $411,690,385 | |
| 2 | WBS |
Webster Financial Corp
|
4,776,825 | $365,044,964 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,044,455 | $257,165,707 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,993,274 | $168,730,853 | |
| 5 | TFC |
Truist Financial Corp
|
3,004,662 | $149,692,259 | |
| 6 | NU |
Nu Holdings Ltd.
|
9,918,501 | $132,511,172 | |
| 7 | KEY |
Keycorp /New/
|
5,121,717 | $118,055,574 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,227,228 | $85,991,864 |
All Filings in FBIZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089,492 | 17,247 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $953,482 | 17,680 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,545,052 | 28,454 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,373,203 | 26,789 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $1,512,352 | 29,853 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $1,205,672 | 25,571 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $1,387,820 | 29,981 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $1,272,371 | 27,909 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $718,048 | 19,412 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $832,200 | 22,192 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $1,130,860 | 28,201 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $591,977 | 19,726 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $593,072 | 20,111 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $684,705 | 22,442 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $752,564 | 20,590 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $606,684 | 18,777 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $574,363 | 18,415 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $672,637 | 20,501 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $598,014 | 20,501 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $622,605 | 21,686 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $564,192 | 20,842 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $655,740 | 26,516 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $370,538 | 20,127 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $161,048 | 11,270 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $198,452 | 12,064 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $42,392 | 2,735 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||