Position in LOB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$7,914,444
+$443,319 QoQ
Shares Held
239,324
+10.0% QoQ
Ownership
0.517%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,194,070,161 across 117 Banks - Regional names. LOB ranks #40 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,013,155 | $418,917,423 | |
| 2 | USB |
US Bancorp De
|
6,493,521 | $337,728,027 | |
| 3 | TFC |
Truist Financial Corp
|
3,923,187 | $180,348,906 | |
| 4 | FITB |
Fifth Third Bancorp
|
1,992,673 | $92,579,587 | |
| 5 | IBN |
Icici Bank Ltd
|
2,842,563 | $73,622,381 | |
| 6 | MTB |
M&T Bank Corp
|
307,675 | $63,602,576 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,213,007 | $61,431,425 | |
| 8 | WTFC |
Wintrust Financial Corp
|
422,862 | $58,752,446 |
All Filings in LOB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,914,444 | 239,324 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,471,125 | 217,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,252,960 | 205,933 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,401,816 | 181,269 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,868,819 | 145,117 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,931,370 | 124,687 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,599,551 | 75,988 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,318,517 | 66,130 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $515,969 | 12,430 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $500,727 | 11,005 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $277,572 | 9,588 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $212,567 | 4,177 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||