Position in SRCE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,500,849
+$440,368 QoQ
Shares Held
55,171
-6.0% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 204 holders
Holding Since
Mar 2020
26 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, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,949 across 271 Banks - Regional names. SRCE ranks #130 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp \De\
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in SRCE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,500,849 | 55,171 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,060,481 | 58,669 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $3,479,629 | 55,683 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,417,482 | 71,759 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $3,932,506 | 63,356 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,189,620 | 19,890 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,543,974 | 26,447 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,397,718 | 23,342 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,229,988 | 22,939 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $928,304 | 17,709 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,509,146 | 27,464 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $745,496 | 17,712 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $657,082 | 15,671 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $928,499 | 21,518 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,109,048 | 20,890 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,124,764 | 24,293 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,416,387 | 31,198 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $703,831 | 15,218 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,210,635 | 24,408 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $685,497 | 14,511 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $369,959 | 7,963 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,285,325 | 27,014 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $496,092 | 12,310 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $302,877 | 9,821 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $418,135 | 11,752 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $212,577 | 6,555 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||