Position in IFS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$407,774
New position
Shares Held
8,123
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026&PARTNERS holds $184,961,378 across 72 Banks - Regional names. IFS ranks #52 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
354,209 | $73,707,350 | |
| 2 | TFC |
Truist Financial Corp
|
428,968 | $19,719,658 | |
| 3 | USB |
US Bancorp De
|
194,879 | $10,135,656 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
575,550 | $9,007,357 | |
| 5 | FITB |
Fifth Third Bancorp
|
107,836 | $5,010,060 | |
| 6 | KEY |
Keycorp /New/
|
248,033 | $4,973,061 | |
| 7 | FHN |
First Horizon Corp
|
211,544 | $4,814,741 | |
| 8 | MTB |
M&T Bank Corp
|
20,532 | $4,244,375 |
All Filings in IFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $407,774 | 8,123 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||