Position in HTB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,431,646
-$832,092 QoQ
Shares Held
57,014
-25.0% QoQ
Ownership
0.339%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in HTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $13,712,363,285 across 294 Banks - Regional names. HTB ranks #148 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
61,683,367 | $3,208,151,908 | |
| 2 | FITB |
Fifth Third Bancorp
|
30,208,077 | $1,403,467,247 | |
| 3 | NU |
Nu Holdings Ltd.
|
91,396,721 | $1,313,370,872 | |
| 4 | MTB |
M&T Bank Corp
|
4,004,229 | $827,754,212 | |
| 5 | BAP |
Credicorp Ltd
|
2,091,624 | $709,437,020 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
264,614 | $498,707,416 | |
| 7 | RF |
Regions Financial Corp
|
18,014,358 | $470,535,025 | |
| 8 | HDB |
Hdfc Bank Ltd
|
18,266,121 | $454,461,082 |
All Filings in HTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,431,646 | 57,014 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,263,738 | 76,007 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,657,168 | 89,330 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $3,175,807 | 84,892 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,438,144 | 100,296 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,680,481 | 109,278 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,256,649 | 95,559 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $2,391,678 | 79,643 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,705,209 | 98,947 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $2,678,323 | 99,492 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $3,545,363 | 163,607 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,652,991 | 174,868 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,520,723 | 183,844 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $4,406,528 | 182,314 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,129,491 | 141,606 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,873,025 | 194,921 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,380,152 | 148,329 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $6,672,005 | 215,365 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,848,099 | 209,010 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,263,436 | 224,496 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,578,004 | 270,144 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,021,474 | 311,832 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $2,636,937 | 194,178 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,378,912 | 211,182 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,122,089 | 70,483 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||