Position in IBN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,054,816
+$61,631 QoQ
Shares Held
504,047
+15.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Derivatives in IBN
reported options exposure · as of Mar 31, 2025CallValue
$41,423,584
CallShares
1,314,200
PutValue
$6,304,000
PutShares
200,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CITIGROUP INC holds $2,314,475,489 across 293 Banks - Regional names. IBN ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
21,301,832 | $634,368,555 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
926,614 | $192,819,105 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
10,965,094 | $171,603,720 | |
| 4 | NU |
Nu Holdings Ltd.
|
11,635,551 | $167,202,867 | |
| 5 | BAP |
Credicorp Ltd
|
322,439 | $109,364,858 | |
| 6 | WBS |
Webster Financial Corp
|
1,119,338 | $77,704,443 | |
| 7 | USB |
US Bancorp De
|
1,458,015 | $75,831,358 | |
| 8 | TFC |
Truist Financial Corp
|
1,574,542 | $72,381,694 |
All Filings in IBN
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,054,816 | 504,047 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $12,993,185 | 436,013 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $24,645,278 | 815,259 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $16,108,444 | 478,848 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $6,304,000 | 200,000 | Put | Defined | 2025-05-12 | |
| 2025-03-31 | $41,423,584 | 1,314,200 | Call | Defined | 2025-05-12 | |
| 2025-03-31 | $14,991,224 | 475,610 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $14,973,415 | 501,454 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $37,835,230 | 1,267,512 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $22,857,217 | 793,378 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $26,310,247 | 996,223 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $14,617,588 | 613,154 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $17,564,909 | 759,728 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $14,991,311 | 649,537 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $11,595,794 | 537,340 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $8,438,045 | 385,475 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $6,143,138 | 292,949 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,144,899 | 290,017 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,369,993 | 336,325 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $9,270,485 | 468,443 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $5,024,892 | 266,290 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $7,537,764 | 440,805 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $7,315,321 | 456,352 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,370,636 | 563,300 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $885,656 | 59,600 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $1,093,696 | 73,600 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $631,086 | 64,200 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $586,851 | 59,700 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $3,892,020 | 395,933 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $649,371 | 69,900 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $267,552 | 28,800 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $4,365,128 | 469,874 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $536,350 | 63,100 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $4,312,848 | 507,394 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $606,050 | 71,300 | Put | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||