Position in IBN
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,426,597
-$111,053 QoQ
Shares Held
55,081
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 93.20636880230933.ToString("F0")%
Shared 0.ToString("F0")%
None 6.793631197690673.ToString("F0")%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Naviter Wealth, LLC holds $12,374,823 across 9 Banks - Regional names. IBN ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
53,704 | $2,464,476 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
269,268 | $2,137,987 | |
| 3 | LYG |
Lloyds Banking Group plc
|
367,861 | $1,850,340 | |
| 4 | HDB |
Hdfc Bank Ltd
|
70,968 | $1,765,683 | |
| 5 | IBN |
Icici Bank Ltd
This page
|
55,081 | $1,426,597 | |
| 6 | NWG |
NatWest Group plc
|
54,129 | $806,522 | |
| 7 | SFNC |
Simmons First National Corp
|
39,461 | $767,516 | |
| 8 | ITUB |
Itau Unibanco Holding S.A.
|
78,193 | $655,257 |
All Filings in IBN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,426,597 | 55,081 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,537,650 | 51,599 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,893,849 | 62,648 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,025,969 | 60,225 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,822,927 | 57,834 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,701,840 | 56,994 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,666,107 | 55,816 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,652,167 | 57,347 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,397,458 | 52,914 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,095,495 | 45,952 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $889,426 | 38,470 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $824,279 | 35,714 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $678,928 | 31,461 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $566,863 | 25,896 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $488,915 | 23,315 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $421,821 | 23,778 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||