Position in INTR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$301,723
-$28,895 QoQ
Shares Held
37,905
-2.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,194,070,161 across 117 Banks - Regional names. INTR ranks #107 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,013,155 | $418,917,423 | |
| 2 | USB |
US Bancorp De
|
6,493,521 | $337,728,027 | |
| 3 | TFC |
Truist Financial Corp
|
3,923,187 | $180,348,906 | |
| 4 | FITB |
Fifth Third Bancorp
|
1,992,673 | $92,579,587 | |
| 5 | IBN |
Icici Bank Ltd
|
2,842,563 | $73,622,381 | |
| 6 | MTB |
M&T Bank Corp
|
307,675 | $63,602,576 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,213,007 | $61,431,425 | |
| 8 | WTFC |
Wintrust Financial Corp
|
422,862 | $58,752,446 |
All Filings in INTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,723 | 37,905 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $330,618 | 38,988 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $364,723 | 39,515 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $346,037 | 46,573 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $167,627 | 30,589 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $71,204 | 16,873 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $188,304 | 28,274 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $161,904 | 26,326 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $149,276 | 26,143 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $254,325 | 45,742 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $192,340 | 48,085 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $226,161 | 72,256 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $99,562 | 58,566 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||