Position in OBT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$152,448
-$136,904 QoQ
Shares Held
4,767
-53.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $13,712,363,285 across 294 Banks - Regional names. OBT ranks #215 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
61,683,367 | $3,208,151,908 | |
| 2 | FITB |
Fifth Third Bancorp
|
30,208,077 | $1,403,467,247 | |
| 3 | NU |
Nu Holdings Ltd.
|
91,396,721 | $1,313,370,872 | |
| 4 | MTB |
M&T Bank Corp
|
4,004,229 | $827,754,212 | |
| 5 | BAP |
Credicorp Ltd
|
2,091,624 | $709,437,020 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
264,614 | $498,707,416 | |
| 7 | RF |
Regions Financial Corp
|
18,014,358 | $470,535,025 | |
| 8 | HDB |
Hdfc Bank Ltd
|
18,266,121 | $454,461,082 |
All Filings in OBT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,448 | 4,767 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $289,352 | 10,135 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $268,888 | 10,666 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $263,308 | 10,190 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $458,114 | 19,586 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,061,384 | 19,100 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $503,007 | 8,339 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $189,785 | 3,589 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $432,354 | 9,399 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $317,102 | 5,264 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $149,670 | 3,467 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $155,918 | 4,214 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $158,400 | 3,600 | Shares | Defined | 2023-05-18 | |
| No filing history on record for this holder in this stock. | ||||||