Position in OBK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,937,968
+$1,532,896 QoQ
Shares Held
155,190
+0.5% QoQ
Ownership
0.503%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 204 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in OBK 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. OBK ranks #75 (0.2% 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 OBK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,937,968 | 155,190 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,405,072 | 154,488 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,876,536 | 182,838 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,201,758 | 179,657 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,013,019 | 56,324 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,808,733 | 52,170 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $255,334 | 7,670 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $246,667 | 7,670 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $243,292 | 7,670 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $239,610 | 7,670 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $272,821 | 7,670 | Shares | Defined | 2024-02-14 | |
| 2020-09-30 | $270,951 | 12,685 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||