Position in MBWM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,168,778
+$384,966 QoQ
Shares Held
55,186
+0.1% QoQ
Ownership
0.319%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 206 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 73%
None 27%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. MBWM ranks #119 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp \De\
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in MBWM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,168,778 | 55,186 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,783,812 | 55,125 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,067,288 | 63,769 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,852,685 | 63,393 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,252,504 | 70,082 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,707,874 | 62,336 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,035,327 | 45,748 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,058,678 | 24,215 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $982,402 | 24,215 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $932,035 | 24,215 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,312,955 | 32,515 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $845,727 | 27,361 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $893,810 | 32,361 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $994,613 | 32,525 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $975,606 | 29,140 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $876,385 | 29,498 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $824,819 | 25,816 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $851,531 | 24,041 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $842,155 | 24,041 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $770,032 | 24,041 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $762,006 | 25,232 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $816,294 | 25,140 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $607,711 | 22,367 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||