Position in IBOC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$62,342,798
-$14,204,421 QoQ
Shares Held
820,840
-27.8% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 298 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBOC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $6,372,168,381 across 203 Banks - Regional names. IBOC ranks #28 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
11,072,514 | $668,779,845 | |
| 2 | RF |
Regions Financial Corp
|
18,544,746 | $560,051,329 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,759,998 | $433,346,707 | |
| 4 | EWBC |
East West Bancorp Inc
|
3,124,825 | $403,383,659 | |
| 5 | FNB |
Fnb Corp/Pa/
|
16,284,370 | $310,705,779 | |
| 6 | WTFC |
Wintrust Financial Corp
|
1,749,346 | $281,154,889 | |
| 7 | ASB |
Associated Banc-Corp
|
7,538,653 | $231,964,352 | |
| 8 | FULT |
Fulton Financial Corp
|
8,530,330 | $206,348,682 |
All Filings in IBOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,342,798 | 820,840 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $76,547,219 | 1,137,572 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $90,633,993 | 1,364,148 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $87,349,487 | 1,270,538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $83,329,592 | 1,251,947 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $77,607,752 | 1,230,697 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $91,584,526 | 1,450,040 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $71,447,256 | 1,194,970 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $56,894,887 | 994,492 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $48,965,476 | 872,203 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,408,220 | 651,845 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $22,354,858 | 515,802 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,178,531 | 411,279 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $14,548,009 | 339,748 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,613,072 | 78,957 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,131,765 | 97,218 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,165,229 | 128,873 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,851,909 | 138,638 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,976,246 | 117,392 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,103,788 | 98,554 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,586,368 | 199,962 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $9,827,485 | 211,708 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,924,138 | 211,649 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,041,176 | 155,072 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,771,989 | 180,262 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,542,155 | 168,979 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||