Position in IBN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$206,269,049
-$80,969,245 QoQ
Shares Held
7,964,056
-17.4% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.5078397238794.ToString("F0")%
Shared 0.31141167264519487.ToString("F0")%
None 18.180748603475415.ToString("F0")%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Derivatives in IBN
reported options exposure · as of Dec 31, 2025CallValue
$3,576,000
CallShares
120,000
PutValue
$0
PutShares
0
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, 2026GOLDMAN SACHS GROUP INC holds $10,402,101,393 across 292 Banks - Regional names. IBN ranks #14 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
13,342,380 | $693,937,182 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
21,783,243 | $648,704,974 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,875,709 | $598,406,282 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,800,557 | $548,253,876 | |
| 5 | NU |
Nu Holdings Ltd.
|
33,735,425 | $484,778,055 | |
| 6 | TFC |
Truist Financial Corp
|
10,228,497 | $470,204,004 | |
| 7 | KEY |
Keycorp /New/
|
14,494,858 | $290,621,901 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
4,568,369 | $273,965,085 |
All Filings in IBN
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,269,049 | 7,964,056 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $287,238,294 | 9,638,869 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $3,576,000 | 120,000 | Call | Defined | 2026-03-25 | |
| 2025-09-30 | $191,591,238 | 6,337,785 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $3,627,600 | 120,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $186,412,628 | 5,541,398 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $4,036,800 | 120,000 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $114,527,351 | 3,633,482 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $3,782,400 | 120,000 | Call | Defined | 2025-06-27 | |
| 2024-12-31 | $48,317,510 | 1,618,135 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $6,237,754 | 208,900 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $2,654,554 | 88,900 | Put | Defined | 2025-02-11 | |
| 2024-09-30 | $68,471,690 | 2,293,859 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $2,653,665 | 88,900 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $2,653,665 | 88,900 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $303,831,929 | 10,546,058 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $269,742,363 | 10,213,645 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $248,224,557 | 10,412,104 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $146,276,146 | 6,326,823 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $155,520,909 | 6,738,341 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $5,395,000 | 250,000 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $33,449,000 | 1,550,000 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $152,473,488 | 7,065,500 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $237,113,944 | 10,832,067 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $33,929,500 | 1,550,000 | Put | Defined | 2024-05-14 | |
| 2022-09-30 | $179,377,378 | 8,554,000 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $109,619,309 | 6,179,217 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $250,811,225 | 13,242,409 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $109,486,077 | 5,532,394 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $87,730,648 | 4,649,213 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $106,478,689 | 6,226,824 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $87,047,483 | 5,430,286 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $118,072,165 | 7,945,637 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $79,490,677 | 8,086,539 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $31,006,795 | 3,337,653 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $39,142,763 | 4,605,031 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||