Position in ISTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$662,415
+$536,647 QoQ
Shares Held
22,110
+379.4% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 121 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ISTR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. ISTR ranks #204 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp De
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in ISTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,415 | 22,110 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $125,768 | 4,612 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $110,727 | 4,144 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $491,077 | 21,158 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $93,817 | 4,856 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $105,025 | 5,964 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $155,081 | 7,062 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $144,723 | 7,460 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $79,217 | 5,144 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,819 | 1,456 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $37,884 | 2,541 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,233 | 211 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,513 | 125 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $24,541 | 1,758 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,230 | 1,497 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $30,964 | 1,556 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $7,311 | 383 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $14,599 | 663 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,151 | 94 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $69,623 | 3,388 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $26,563 | 1,606 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,665 | 1,456 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $48,227 | 3,326 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $68,485 | 5,363 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||