Position in IBN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,936,961
+$649,138 QoQ
Shares Held
135,617
+6.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#164
of 512 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $112,716,793 across 56 Banks - Regional names. IBN ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
49,106 | $12,090,879 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
361,539 | $6,410,086 | |
| 3 | WTFC |
Wintrust Financial Corp
|
36,611 | $5,884,119 | |
| 4 | USB |
US Bancorp De
|
79,279 | $4,788,451 | |
| 5 | HDB |
Hdfc Bank Ltd
|
181,293 | $4,682,798 | |
| 6 | MTB |
M&T Bank Corp
|
17,738 | $4,221,821 | |
| 7 | IBN |
Icici Bank Ltd
This page
|
135,617 | $3,936,961 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
58,871 | $3,723,590 |
All Filings in IBN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,936,961 | 135,617 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,287,823 | 126,943 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,335,631 | 145,491 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,272,798 | 141,343 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,539,314 | 134,938 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,313,666 | 105,129 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,539,873 | 118,549 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,473,256 | 116,357 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $5,049,989 | 175,286 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $4,731,404 | 179,152 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $3,667,807 | 153,851 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $4,247,375 | 183,710 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $4,361,589 | 188,977 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $4,054,385 | 187,877 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $5,506,714 | 251,563 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,503,534 | 262,448 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,413,020 | 248,761 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,273,526 | 225,635 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,813,600 | 243,234 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,627,229 | 192,222 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,286,996 | 192,222 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,875,541 | 179,385 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $719,788 | 48,438 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,201,314 | 122,209 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||