Position in FNWD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$588,443
+$7,680 QoQ
Shares Held
15,999
0.0% QoQ
Ownership
0.369%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#25
of 72 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNWD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OLD NATIONAL BANCORP /IN/ holds $125,548,762 across 21 Banks - Regional names. FNWD ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONB |
Old National Bancorp /In/
|
1,516,625 | $39,280,586 | |
| 2 | USB |
US Bancorp De
|
423,598 | $25,585,319 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
285,425 | $19,999,729 | |
| 4 | TFC |
Truist Financial Corp
|
253,555 | $12,632,109 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
86,310 | $8,706,952 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
162,535 | $7,448,978 | |
| 7 | FITB |
Fifth Third Bancorp
|
59,015 | $3,326,674 | |
| 8 | UMBF |
Umb Financial Corp
|
12,030 | $1,717,402 |
All Filings in FNWD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,443 | 15,999 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $580,763 | 15,999 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $563,004 | 15,999 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $513,407 | 15,999 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $441,920 | 16,000 | Shares | Other | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||