Position in FISI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$642,966
+$408,472 QoQ
Shares Held
16,499
+123.1% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 159 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FISI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,720,970,465 across 297 Banks - Regional names. FISI ranks #165 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp De
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in FISI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,966 | 16,499 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $234,494 | 7,395 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $716,317 | 22,981 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $433,486 | 15,937 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $345,473 | 13,453 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $286,714 | 11,487 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $249,156 | 9,130 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $203,478 | 7,989 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $144,301 | 7,469 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $116,137 | 6,171 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $116,787 | 5,483 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $76,693 | 4,557 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $103,694 | 6,588 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $75,288 | 3,905 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $20,608 | 846 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $54,060 | 2,246 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $79,126 | 3,041 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $679,160 | 22,541 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $835,670 | 26,279 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $699,891 | 22,835 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $293,400 | 9,780 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $667,227 | 22,028 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $995,871 | 44,261 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $605,512 | 39,319 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $801,475 | 43,067 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $590,184 | 32,535 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||