Position in ISBA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,850
-$650 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ISBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $1,190,491,166 across 195 Banks - Regional names. ISBA ranks #147 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
12,478,180 | $185,924,881 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
15,385,842 | $122,163,584 | |
| 3 | HDB |
Hdfc Bank Ltd
|
4,403,860 | $109,568,036 | |
| 4 | TFC |
Truist Financial Corp
|
2,165,765 | $99,560,216 | |
| 5 | USB |
US Bancorp De
|
1,609,757 | $83,723,461 | |
| 6 | BBD |
Bank Bradesco
|
16,575,297 | $60,499,833 | |
| 7 | MTB |
M&T Bank Corp
|
225,843 | $46,686,264 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
768,533 | $46,088,923 |
All Filings in ISBA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,850 | 150 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,500 | 150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,287 | 150 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||