Position in FBIZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$279,715
+$218,128 QoQ
Shares Held
4,428
+287.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 141 holders
Holding Since
Mar 2020
24 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, 2026CITIGROUP INC holds $3,134,921,252 across 284 Banks - Regional names. FBIZ ranks #199 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,816,829 | $871,576,145 | |
| 2 | WBS |
Webster Financial Corp
|
3,566,496 | $272,551,623 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,012,120 | $249,204,184 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
11,409,970 | $202,298,767 | |
| 5 | NU |
Nu Holdings Ltd.
|
12,385,567 | $165,471,173 | |
| 6 | USB |
US Bancorp \De\
|
1,889,187 | $114,106,893 | |
| 7 | TFC |
Truist Financial Corp
|
2,104,595 | $104,850,921 | |
| 8 | LYG |
Lloyds Banking Group plc
|
16,746,452 | $97,631,813 |
All Filings in FBIZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,715 | 4,428 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $61,587 | 1,142 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $201,235 | 3,706 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $228,464 | 4,457 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $202,993 | 4,007 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $323,872 | 6,869 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $342,313 | 7,395 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $313,065 | 6,867 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $90,588 | 2,449 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $70,687 | 1,885 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $62,434 | 1,557 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,563 | 352 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $77,499 | 2,628 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,311 | 43 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,265 | 62 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,974 | 123 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $15,688 | 503 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $146,431 | 4,463 | Shares | Defined | 2022-05-12 | |
| 2021-06-30 | $54 | 2 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,354 | 540 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $28,664 | 1,557 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,601 | 392 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $17,815 | 1,083 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $42,470 | 2,740 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||