Position in IBN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$23,338,876
-$53,729,197 QoQ
Shares Held
901,115
-65.2% QoQ
Ownership
0.025%
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 98.53270670225221.ToString("F0")%
Shared 0.ToString("F0")%
None 1.4672932977477902.ToString("F0")%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $1,613,502,848 across 96 Banks - Regional names. IBN ranks #19 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,520,788 | $207,820,618 | |
| 2 | USB |
US Bancorp De
|
3,956,818 | $205,794,100 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
799,646 | $166,398,330 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,689,737 | $145,553,944 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,868,672 | $132,395,410 | |
| 6 | HDB |
Hdfc Bank Ltd
|
2,997,676 | $74,582,177 | |
| 7 | RF |
Regions Financial Corp
|
2,718,157 | $70,998,256 | |
| 8 | FITB |
Fifth Third Bancorp
|
1,517,903 | $70,521,768 |
All Filings in IBN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,338,876 | 901,115 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $77,068,073 | 2,586,177 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $51,098,584 | 1,690,327 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,281,123 | 246,169 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $7,651,541 | 242,752 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,847,314 | 229,314 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,093,812 | 170,647 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,713,679 | 233,033 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,493,589 | 56,554 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,959,471 | 124,139 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,384,055 | 59,864 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,392,829 | 60,348 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,390,894 | 64,453 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $4,146,970 | 189,446 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $2,936,049 | 140,012 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,783,669 | 156,915 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,242,564 | 171,202 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,798,676 | 242,480 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $42,597,078 | 2,257,397 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $27,811,592 | 1,626,409 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $28,904,379 | 1,803,143 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,625,130 | 1,455,258 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,368,877 | 1,563,467 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $20,031,504 | 2,156,244 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $24,731,105 | 2,909,542 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||