Position in MBWM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,353,299
+$699,071 QoQ
Shares Held
40,984
+25.1% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 206 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MBWM 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. MBWM ranks #100 (0.1% 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 MBWM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,353,299 | 40,984 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,654,228 | 32,757 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,130,252 | 44,288 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,827,630 | 40,614 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,833,332 | 39,503 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,628,737 | 37,494 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,993,239 | 44,802 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,475,767 | 33,755 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,360,067 | 33,524 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,178,370 | 30,615 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,394,118 | 34,525 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,058,172 | 34,234 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $958,826 | 34,715 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,277,050 | 41,761 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,309,502 | 39,113 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,185,397 | 39,899 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,313,751 | 41,119 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,664,313 | 46,988 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,670,895 | 47,699 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,053,306 | 32,885 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,034,772 | 34,264 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,275,982 | 70,095 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,794,948 | 102,869 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,985,964 | 110,209 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,576,692 | 114,013 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,052,112 | 96,935 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||