Position in SHG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,224,582
+$702,076 QoQ
Shares Held
19,361
+127.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 301 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,973 across 105 Banks - Regional names. SHG ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in SHG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,582 | 19,361 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $522,506 | 8,521 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $388,655 | 7,247 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $214,323 | 4,255 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $435,986 | 9,650 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $287,404 | 8,959 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $281,353 | 8,557 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $365,356 | 8,623 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $302,706 | 8,696 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $311,423 | 8,775 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $270,339 | 8,783 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $407,044 | 15,366 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $228,414 | 8,765 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $210,292 | 7,806 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $429,450 | 15,376 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $176,387 | 7,669 | Shares | Defined | 2022-11-10 | |
| 2021-03-31 | $5,567 | 166 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,005 | 101 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,319 | 101 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||