Position in SRCE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,730,571
+$816,139 QoQ
Shares Held
45,729
+8.6% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 205 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 71%
None 29%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. SRCE ranks #107 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp \De\
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in SRCE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,730,571 | 45,729 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,914,432 | 42,110 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,130,506 | 18,091 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,122,054 | 18,227 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,652,064 | 42,727 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,915,474 | 32,026 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $692,094 | 11,855 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $520,356 | 8,690 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $464,563 | 8,664 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $581,914 | 11,101 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $509,056 | 9,264 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $267,818 | 6,363 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $698,595 | 16,661 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,283,411 | 76,093 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $3,547,154 | 66,814 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,519,030 | 76,005 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,306,552 | 94,858 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,497,903 | 97,252 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,672,368 | 94,201 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,598,507 | 33,838 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,244,105 | 26,778 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,272,478 | 26,744 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,397,724 | 34,683 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,082,884 | 35,113 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,272,838 | 35,774 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,765,845 | 54,451 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||