Position in MBWM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,692,410
-$728,891 QoQ
Shares Held
112,721
-15.6% QoQ
Ownership
0.653%
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 100%
Shared 0%
None 0%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $10,402,101,393 across 292 Banks - Regional names. MBWM ranks #165 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
13,342,380 | $693,937,182 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
21,783,243 | $648,704,974 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,875,709 | $598,406,282 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,800,557 | $548,253,876 | |
| 5 | NU |
Nu Holdings Ltd.
|
33,735,425 | $484,778,055 | |
| 6 | TFC |
Truist Financial Corp
|
10,228,497 | $470,204,004 | |
| 7 | KEY |
Keycorp /New/
|
14,494,858 | $290,621,901 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
4,568,369 | $273,965,085 |
All Filings in MBWM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,692,410 | 112,721 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,421,301 | 133,499 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $4,848,750 | 107,750 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,776,797 | 81,379 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,182,185 | 96,275 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $5,682,573 | 127,727 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,971,050 | 113,702 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,834,786 | 69,874 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,346,810 | 60,972 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,584,955 | 39,251 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $1,270,956 | 41,118 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $1,344,900 | 48,693 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $1,130,480 | 36,968 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $1,069,216 | 31,936 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $828,284 | 27,879 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $889,040 | 27,826 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $953,505 | 26,920 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $702,736 | 20,061 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $934,603 | 29,179 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $945,652 | 31,313 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $805,222 | 24,799 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,082,859 | 39,855 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $673,514 | 37,376 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,091,714 | 48,306 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,873,883 | 88,516 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||