Position in OBK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,761,809
+$761,749 QoQ
Shares Held
93,095
-3.5% QoQ
Ownership
0.302%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 204 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. OBK ranks #62 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in OBK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,761,809 | 93,095 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,000,060 | 96,480 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,474,637 | 92,386 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,503,710 | 101,498 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,587,188 | 100,369 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,304,237 | 66,462 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,077,562 | 62,408 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,860,616 | 57,855 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,904,595 | 60,044 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,568,029 | 50,193 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,577,956 | 44,362 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,239,822 | 42,945 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $783,950 | 26,756 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $879,656 | 27,361 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $814,740 | 22,200 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $863,497 | 22,446 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||