Position in SPFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,262,735
+$1,462,331 QoQ
Shares Held
400,667
+6.3% QoQ
Ownership
2.13%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 156 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SPFI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,116,233 across 295 Banks - Regional names. SPFI ranks #70 (0.1% 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 SPFI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,262,735 | 400,667 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $15,800,404 | 377,098 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $16,994,205 | 437,995 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $14,725,146 | 380,987 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $12,490,272 | 346,567 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $8,530,882 | 257,575 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,598,191 | 247,430 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,962,253 | 175,774 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,581,309 | 58,567 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $3,111,276 | 116,266 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,214,899 | 41,951 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $902,236 | 34,124 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $905,126 | 40,210 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $795,058 | 37,135 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,057,260 | 38,404 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,002,053 | 36,359 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $886,275 | 36,714 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $966,792 | 36,373 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $439,452 | 15,802 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $217,005 | 8,901 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $377,411 | 16,317 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $762,936 | 33,580 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $607,631 | 32,065 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $134,536 | 10,841 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $137,002 | 9,621 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $276,216 | 17,832 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||