Position in MBWM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,010,419
+$450,274 QoQ
Shares Held
17,597
+58.6% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 206 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CITIGROUP INC holds $3,134,921,252 across 284 Banks - Regional names. MBWM ranks #147 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,816,829 | $871,576,145 | |
| 2 | 3,566,496 | $272,551,623 | |||
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,012,120 | $249,204,184 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
11,409,970 | $202,298,767 | |
| 5 | NU |
Nu Holdings Ltd.
|
12,385,567 | $165,471,173 | |
| 6 | USB |
US Bancorp \De\
|
1,889,187 | $114,106,893 | |
| 7 | TFC |
Truist Financial Corp
|
2,104,595 | $104,850,921 | |
| 8 | LYG |
Lloyds Banking Group plc
|
16,746,452 | $97,631,813 |
All Filings in MBWM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,419 | 17,597 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $560,145 | 11,092 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $436,217 | 9,069 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $454,050 | 10,090 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $592,515 | 12,767 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $796,688 | 18,340 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $903,636 | 20,311 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $837,237 | 19,150 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $681,778 | 16,805 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $586,548 | 15,239 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $290,250 | 7,188 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $71,957 | 2,328 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $252,667 | 9,148 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $12,353 | 404 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $17,744 | 530 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,807 | 734 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $53,037 | 1,660 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $49,481 | 1,397 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $139,244 | 3,975 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $63,451 | 1,981 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $31,559 | 1,045 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $92,571 | 2,851 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $105,854 | 3,896 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $16,596 | 921 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $181,139 | 8,015 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $165,507 | 7,818 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||