Position in SPFI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$587,396
+$178,631 QoQ
Shares Held
14,019
+23.6% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPFI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $448,809,983 across 34 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
400,742 | $98,670,695 | |
| 2 | FITB |
Fifth Third Bancorp
|
1,619,229 | $91,275,938 | |
| 3 | USB |
US Bancorp \De\
|
1,456,112 | $87,949,164 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
751,065 | $52,627,124 | |
| 5 | TFC |
Truist Financial Corp
|
655,585 | $32,661,244 | |
| 6 | WTFC |
Wintrust Financial Corp
|
112,039 | $18,006,908 | |
| 7 | EWBC |
East West Bancorp Inc
|
58,874 | $7,600,044 | |
| 8 | TCBI |
Texas Capital Bancshares Inc/Tx
|
54,603 | $5,638,305 |
All Filings in SPFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $587,396 | 14,019 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $408,765 | 11,342 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $350,310 | 10,577 | Shares | Sole | 2025-05-14 | |
| 2022-12-31 | $302,251 | 10,979 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||