Position in IBN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$80,548,060
+$6,925,679 QoQ
Shares Held
2,774,649
-2.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#46
of 512 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBN 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. IBN ranks #5 (3.2% 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
This page
|
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 IBN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,548,060 | 2,774,649 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $73,622,381 | 2,842,563 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $82,986,593 | 2,784,785 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $90,547,374 | 2,995,282 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $100,665,984 | 2,992,449 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $90,676,767 | 2,876,801 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $88,564,431 | 2,965,989 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $98,357,033 | 3,295,043 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $108,627,759 | 3,770,488 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $99,802,386 | 3,778,962 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $88,518,492 | 3,713,024 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $89,199,503 | 3,858,110 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $63,811,837 | 2,764,811 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $78,292,045 | 3,627,991 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $55,094,196 | 2,516,866 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,205,286 | 1,249,656 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,803,262 | 1,285,415 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $23,668,844 | 1,249,675 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $21,446,957 | 1,083,727 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $16,911,614 | 896,217 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $14,595,003 | 853,509 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $12,731,298 | 794,217 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $11,950,798 | 804,226 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,720,531 | 785,405 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,357,150 | 791,943 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,792,265 | 799,090 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||