Position in NWFL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$163,930
+$45,280 QoQ
Shares Held
5,099
+26.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 110 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in NWFL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,141,625 across 295 Banks - Regional names. NWFL ranks #226 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
59,686,029 | $3,605,036,143 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,970,128 | $1,689,416,105 | |
| 3 | NU |
Nu Holdings Ltd.
|
99,956,959 | $1,335,424,964 | |
| 4 | MTB |
M&T Bank Corp
|
4,045,990 | $962,986,073 | |
| 5 | BAP |
Credicorp Ltd
|
2,433,947 | $948,217,065 | |
| 6 | IBN |
Icici Bank Ltd
|
22,989,740 | $667,392,145 | |
| 7 | RF |
Regions Financial Corp
|
17,977,505 | $542,920,641 | |
| 8 | HDB |
Hdfc Bank Ltd
|
19,095,182 | $493,228,542 |
All Filings in NWFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,930 | 5,099 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $118,650 | 4,033 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $197,751 | 7,050 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $252,241 | 9,923 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $192,652 | 7,473 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $331,925 | 13,733 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $716,002 | 26,314 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $383,968 | 13,922 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $100,808 | 3,972 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $383,388 | 14,090 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $226,321 | 6,877 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $129,031 | 5,009 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $169,000 | 5,723 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $183,786 | 6,247 | Shares | Defined | 2023-05-18 | |
| 2022-06-30 | $1,472,679 | 60,704 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,735,527 | 60,704 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,600,021 | 61,563 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $632,451 | 24,802 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $591,578 | 22,753 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,060,593 | 39,857 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $464,568 | 17,752 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $167,612 | 6,892 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $130,171 | 5,251 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $271,617 | 10,173 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||