Position in SSB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,608,281
+$568,566 QoQ
Shares Held
106,189
-2.1% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 549 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. SSB ranks #34 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp De
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in SSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,608,281 | 106,189 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,039,715 | 108,514 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,748,949 | 103,591 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,276,984 | 124,173 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||