Position in ISTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,764,497
+$2,621,767 QoQ
Shares Held
92,273
+1663.0% QoQ
Ownership
0.670%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 121 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in ISTR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,141,625 across 295 Banks - Regional names. ISTR ranks #148 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
59,686,029 | $3,605,036,143 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,970,128 | $1,689,416,105 | |
| 3 | NU |
Nu Holdings Ltd.
|
99,956,959 | $1,335,424,964 | |
| 4 | MTB |
M&T Bank Corp
|
4,045,990 | $962,986,073 | |
| 5 | BAP |
Credicorp Ltd
|
2,433,947 | $948,217,065 | |
| 6 | IBN |
Icici Bank Ltd
|
22,989,740 | $667,392,145 | |
| 7 | RF |
Regions Financial Corp
|
17,977,505 | $542,920,641 | |
| 8 | HDB |
Hdfc Bank Ltd
|
19,095,182 | $493,228,542 |
All Filings in ISTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,764,497 | 92,273 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $142,730 | 5,234 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $223,110 | 8,350 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $258,024 | 11,117 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $110,857 | 5,738 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $228,947 | 13,001 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $523,305 | 23,830 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $318,489 | 16,417 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $172,895 | 11,227 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $140,319 | 8,577 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $32,980 | 2,212 | Shares | Defined | 2024-12-26 | |
| 2023-06-30 | $18,152 | 1,499 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $21,275 | 1,524 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $22,154 | 1,029 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $58,665 | 2,948 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $53,457 | 2,441 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $77,562 | 4,063 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $163,333 | 8,872 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $522,534 | 23,730 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $532,993 | 23,285 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,445,161 | 118,986 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,998,907 | 120,853 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $1,510,438 | 117,819 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,886,232 | 130,085 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,338,447 | 104,812 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||