Position in SHG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,781,352
+$521,438 QoQ
Shares Held
45,358
+7.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 14.048238458485823.ToString("F0")%
Shared 0.ToString("F0")%
None 85.95176154151417.ToString("F0")%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $382,853,779 across 115 Banks - Regional names. SHG ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
4,298,560 | $61,770,306 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
239,501 | $49,837,763 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
506,748 | $30,389,677 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
231,622 | $19,951,919 | |
| 5 | PB |
Prosperity Bancshares Inc
|
295,148 | $19,828,042 | |
| 6 | USB |
US Bancorp De
|
299,305 | $15,566,853 | |
| 7 | BPOP |
Popular, Inc.
|
95,806 | $12,854,291 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
437,132 | $11,990,530 |
All Filings in SHG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,781,352 | 45,358 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,259,914 | 42,139 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,721,596 | 34,179 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $776,418 | 17,185 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $205,565 | 6,252 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $306,080 | 7,224 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $238,135 | 6,841 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $222,415 | 6,267 | Shares | Other | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||