Position in MBWM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,857,238
+$506,784 QoQ
Shares Held
36,777
+31.0% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $12,151,622,782 across 276 Banks - Regional names. MBWM ranks #162 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
37,921,435 | $1,743,248,364 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
7,991,138 | $1,662,875,904 | |
| 3 | USB |
US Bancorp \De\
|
15,820,033 | $822,799,913 | |
| 4 | FITB |
Fifth Third Bancorp
|
16,909,345 | $785,608,164 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,966,932 | $660,544,809 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
21,420,171 | $637,892,690 | |
| 7 | IBN |
Icici Bank Ltd
|
12,932,141 | $334,942,449 | |
| 8 | MTB |
M&T Bank Corp
|
1,608,603 | $332,530,410 |
All Filings in MBWM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,857,238 | 36,777 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,350,454 | 28,076 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,515,105 | 33,669 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,396,429 | 30,089 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,643,942 | 37,844 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,746,631 | 39,259 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,627,563 | 37,227 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,806,134 | 44,519 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,487,521 | 38,647 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,124,753 | 52,619 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,397,841 | 45,223 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,169,485 | 42,342 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,436,646 | 46,980 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,153,466 | 64,321 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,677,841 | 56,474 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,903,898 | 59,590 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,218,494 | 62,634 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,656,674 | 75,840 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $2,109,366 | 65,856 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,505,071 | 116,062 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $6,865,780 | 211,450 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,596,195 | 242,775 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,302,707 | 238,774 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,579,034 | 246,860 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,040,533 | 238,098 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||