Position in IBOC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$624,003
+$83,867 QoQ
Shares Held
8,216
+2.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 298 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in IBOC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,973 across 105 Banks - Regional names. IBOC ranks #54 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in IBOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,003 | 8,216 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $540,136 | 8,027 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $554,242 | 8,342 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $578,667 | 8,417 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $591,051 | 8,880 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $605,437 | 9,601 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $636,524 | 10,078 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $533,923 | 8,930 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $502,816 | 8,789 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $486,283 | 8,662 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $461,827 | 8,502 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $361,757 | 8,347 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $365,180 | 8,262 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $493,755 | 11,531 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $473,568 | 10,349 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $375,955 | 8,846 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $350,137 | 8,736 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $342,363 | 8,111 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $340,729 | 8,038 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $12,428,164 | 298,467 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $17,743,793 | 413,223 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,928,066 | 321,587 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,450,595 | 332,548 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,321,606 | 319,325 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,726,521 | 303,764 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $7,270,392 | 270,476 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||