Position in WAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,329,417
+$6,896,070 QoQ
Shares Held
259,482
+27.4% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 493 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in WAL 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. WAL ranks #60 (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 WAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,329,417 | 259,482 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $14,433,347 | 203,717 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,914,221 | 213,087 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $21,245,443 | 244,989 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $20,413,523 | 261,779 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $20,440,003 | 266,042 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $21,294,509 | 254,902 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $16,535,846 | 191,188 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $8,034,988 | 127,905 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $7,163,793 | 111,603 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $12,482,598 | 189,734 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $5,176,634 | 112,609 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,874,315 | 106,233 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,578,449 | 100,688 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $128,507,428 | 2,157,641 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $129,331,678 | 1,967,321 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $130,746,536 | 1,851,934 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $170,431,050 | 2,057,849 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $176,475,379 | 1,639,344 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $210,464,189 | 1,934,058 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $205,591,532 | 2,214,233 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $204,779,631 | 2,168,357 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $176,805,016 | 2,949,208 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $98,734,996 | 3,122,549 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $113,511,305 | 2,997,394 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $93,347,700 | 3,049,582 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||