Position in PFS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$20,030,582
+$1,546,816 QoQ
Shares Held
946,625
+1.1% QoQ
Ownership
0.726%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in PFS 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. PFS ranks #55 (0.1% 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 PFS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,030,582 | 946,625 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $18,483,766 | 935,887 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $21,145,010 | 1,096,733 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $14,331,072 | 817,517 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $14,008,777 | 815,887 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $18,504,938 | 980,654 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $14,771,066 | 795,855 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $7,346,852 | 511,976 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $887,545 | 60,916 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,874,687 | 103,976 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,504,306 | 98,385 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,699,098 | 103,984 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,796,744 | 93,678 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,626,455 | 76,145 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,515,695 | 129,010 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,134,065 | 95,870 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,837,528 | 163,997 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $13,901,188 | 573,955 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $14,389,949 | 613,121 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $17,440,255 | 761,916 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,263,619 | 729,965 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $13,331,059 | 742,264 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $9,794,903 | 802,861 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,804,811 | 816,942 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $8,544,375 | 664,415 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||