Position in ISTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$423,632
+$86,685 QoQ
Shares Held
14,140
+14.4% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
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, 2026WELLS FARGO & COMPANY/MN holds $3,720,970,465 across 297 Banks - Regional names. ISTR ranks #199 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp De
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in ISTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,632 | 14,140 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $336,947 | 12,356 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $475,053 | 17,779 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $245,027 | 10,557 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $180,853 | 9,361 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $121,965 | 6,926 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $182,464 | 8,309 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $109,047 | 5,621 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $83,760 | 5,439 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $23,591 | 1,442 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $21,499 | 1,442 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $16,562 | 1,564 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,927 | 1,563 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $37,831 | 2,710 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $26,287 | 1,221 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $24,296 | 1,221 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,192 | 1,059 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $20,139 | 1,055 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,422 | 1,055 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,231 | 1,055 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,194 | 1,057 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $313,818 | 15,271 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $393,270 | 23,777 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $327,331 | 25,533 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $421,064 | 29,039 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $342,708 | 26,837 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||