Position in WBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$164,783,143
+$143,464,473 QoQ
Shares Held
2,156,283
+602.2% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WBS 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. WBS ranks #16 (1.0% 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 WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,783,143 | 2,156,283 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $21,318,670 | 307,097 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $28,320,226 | 449,956 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $30,865,106 | 519,265 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $23,981,792 | 439,227 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $24,292,211 | 471,236 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $28,374,019 | 513,836 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $20,970,301 | 449,910 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $20,224,316 | 463,967 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $17,334,702 | 341,436 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $22,300,030 | 439,323 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $18,287,192 | 453,664 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $18,797,195 | 497,939 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,295,075 | 388,003 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $17,268,304 | 364,772 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $18,166,239 | 401,908 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $23,020,052 | 546,146 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $28,821,321 | 513,566 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $17,415,935 | 311,890 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $18,346,428 | 336,879 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $19,044,565 | 357,041 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $23,189,018 | 420,777 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $15,926,500 | 377,853 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $8,860,235 | 335,488 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $11,191,828 | 391,186 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $7,165,247 | 312,893 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||