Position in PFIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$350,565
+$83,916 QoQ
Shares Held
5,282
+5.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PFIS 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. PFIS ranks #203 (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 PFIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,565 | 5,282 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $266,649 | 5,000 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $547,742 | 11,245 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $516,187 | 10,619 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $404,783 | 8,199 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $731,396 | 16,447 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,771,440 | 34,612 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $958,318 | 20,442 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $194,819 | 4,278 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $686,266 | 15,919 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $558,149 | 11,461 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $200,339 | 4,996 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $269,746 | 6,160 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $249,089 | 5,746 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $276,513 | 5,334 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $179,069 | 3,823 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $208,897 | 3,741 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $205,503 | 4,071 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $552,401 | 10,484 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $257,058 | 5,641 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $407,383 | 9,563 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $919,141 | 21,760 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $762,438 | 20,741 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $213,982 | 6,156 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $337,408 | 8,835 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $473,540 | 11,916 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||