Position in SRCE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,050,839
+$422,744 QoQ
Shares Held
25,139
+6.9% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 204 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,342,148,688 across 127 Banks - Regional names. SRCE ranks #106 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,415,104 | $348,426,905 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,246,124 | $200,277,048 | |
| 3 | BAP |
Credicorp Ltd
|
478,109 | $186,261,704 | |
| 4 | EWBC |
East West Bancorp Inc
|
1,330,518 | $171,756,567 | |
| 5 | USB |
US Bancorp \De\
|
1,723,537 | $104,101,634 | |
| 6 | ONB |
Old National Bancorp /In/
|
3,951,709 | $102,349,263 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
654,435 | $101,123,295 | |
| 8 | UMBF |
Umb Financial Corp
|
694,836 | $99,194,786 |
All Filings in SRCE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,050,839 | 25,139 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,628,095 | 23,524 | Shares | Defined | 2026-05-04 | |
| 2025-03-31 | $749,179 | 12,526 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $706,164 | 12,096 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $664,368 | 11,095 | Shares | Defined | 2024-10-31 | |
| 2023-12-31 | $314,643 | 5,726 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $216,215 | 5,137 | Shares | Defined | 2023-11-02 | |
| 2022-09-30 | $200,340 | 4,327 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $370,054 | 8,151 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $509,767 | 11,022 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $824,153 | 16,616 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,059,168 | 22,421 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,049,345 | 22,586 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $591,942 | 12,441 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $463,450 | 11,500 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $308,153 | 9,992 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||