Position in ISTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$746,363
+$92,702 QoQ
Shares Held
24,912
+3.9% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 121 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ISTR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,949 across 271 Banks - Regional names. ISTR ranks #215 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp De
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in ISTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,363 | 24,912 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $653,661 | 23,970 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $677,191 | 25,344 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $502,077 | 21,632 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $300,251 | 15,541 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $289,842 | 16,459 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $210,179 | 9,571 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $235,807 | 12,155 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $93,400 | 6,065 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $193,701 | 11,840 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $46,160 | 3,096 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,951 | 1,884 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,815 | 1,884 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,383 | 1,102 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $236 | 11 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $38 | 2 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21 | 1 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $92,280 | 4,834 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $93,172 | 5,061 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $115,978 | 5,267 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $164,121 | 7,170 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $348,548 | 16,961 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $172,644 | 10,438 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $105,405 | 8,222 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $132,356 | 9,128 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $59,200 | 4,636 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||