Position in IBOC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,839,196
-$1,215,292 QoQ
Shares Held
50,549
-32.7% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#66
of 298 holders
Holding Since
Dec 2023
11 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, 2026Vest Financial, LLC holds $347,672,809 across 30 Banks - Regional names. IBOC ranks #21 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
1,991,634 | $60,147,346 | |
| 2 | USB |
US Bancorp De
|
944,501 | $57,047,859 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
223,072 | $54,924,787 | |
| 4 | EWBC |
East West Bancorp Inc
|
344,101 | $44,419,997 | |
| 5 | FBP |
First Bancorp /Pr/
|
335,699 | $8,751,672 | |
| 6 | ZION |
Zions Bancorporation, National Association /Ut/
|
126,367 | $8,743,332 | |
| 7 | UMBF |
Umb Financial Corp
|
60,863 | $8,688,801 | |
| 8 | OFG |
Ofg Bancorp
|
171,922 | $8,436,212 |
All Filings in IBOC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,839,196 | 50,549 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $5,054,488 | 75,115 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $5,881,733 | 88,527 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $5,281,375 | 76,820 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,280,140 | 64,305 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,202,502 | 50,785 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $2,425,217 | 38,398 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,451,163 | 24,271 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $1,158,445 | 20,249 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $867,980 | 15,461 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $253,565 | 4,668 | Shares | Defined | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||