Position in FRME
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,438,181
+$608,047 QoQ
Shares Held
124,472
-0.2% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 307 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRME Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. FRME ranks #57 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp De
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in FRME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,438,181 | 124,472 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,830,134 | 124,713 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,198,172 | 112,011 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,160,632 | 163,412 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,518,085 | 170,185 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,154,725 | 176,922 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,086,059 | 177,640 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,417,930 | 172,525 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,953,217 | 178,829 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,089,352 | 174,480 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,767,248 | 182,504 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,131,065 | 184,438 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,251,709 | 79,763 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,724,207 | 82,677 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,240,823 | 54,508 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,849,406 | 47,813 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,547,724 | 43,451 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,732,182 | 41,639 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,630,065 | 38,913 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,601,258 | 38,271 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,489,410 | 35,743 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,788,157 | 38,455 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,321,470 | 35,324 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $767,892 | 33,156 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $864,347 | 31,351 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $760,342 | 28,703 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||