Position in JMSB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$211,135
+$3,020 QoQ
Shares Held
10,411
0.0% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JMSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $246,444,075 across 256 Banks - Regional names. JMSB ranks #105 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
239,973 | $49,935,980 | |
| 2 | USB |
US Bancorp De
|
477,658 | $24,842,990 | |
| 3 | TFC |
Truist Financial Corp
|
375,203 | $17,248,079 | |
| 4 | MTB |
M&T Bank Corp
|
47,719 | $9,864,470 | |
| 5 | WSBC |
Wesbanco Inc
|
269,966 | $9,311,126 | |
| 6 | ABCB |
Ameris Bancorp
|
119,280 | $9,302,646 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
246,277 | $8,801,938 | |
| 8 | FITB |
Fifth Third Bancorp
|
153,030 | $7,109,772 |
All Filings in JMSB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,135 | 10,411 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $208,115 | 10,411 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $206,346 | 10,411 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $192,915 | 10,411 | Shares | Defined | 2025-09-04 | |
| 2024-12-31 | $214,955 | 10,705 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $234,056 | 11,833 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $205,181 | 11,765 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||