Position in IBN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,029,436
+$2,739,448 QoQ
Shares Held
552,168
+7.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#91
of 514 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,476,893,671 across 221 Banks - Regional names. IBN ranks #21 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
12,497,549 | $220,331,788 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
16,833,587 | $161,265,762 | |
| 3 | USB |
US Bancorp De
|
2,068,489 | $124,936,735 | |
| 4 | TFC |
Truist Financial Corp
|
2,329,997 | $116,080,449 | |
| 5 | HDB |
Hdfc Bank Ltd
|
4,305,287 | $111,205,562 | |
| 6 | MTB |
M&T Bank Corp
|
252,660 | $60,135,605 | |
| 7 | BBD |
Bank Bradesco
|
17,095,421 | $59,321,110 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
798,677 | $55,963,296 |
All Filings in IBN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,029,436 | 552,168 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,289,988 | 513,127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $177,309 | 5,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $156,077 | 5,163 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $109,026 | 3,241 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $68,176 | 2,163 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $82,621 | 2,767 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $80,206 | 2,687 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $44,942 | 1,560 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,303 | 428 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,963 | 376 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,826 | 79 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $6,991 | 324 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $8,863 | 468 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,261 | 468 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,831 | 468 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,002 | 468 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $3,298 | 222 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||