Position in WTBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$509,349
+$233,338 QoQ
Shares Held
19,199
+65.5% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 113 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WTBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,476,273,582 across 221 Banks - Regional names. WTBA ranks #53 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
12,497,549 | $220,331,788 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
16,833,587 | $161,265,762 | |
| 3 | USB |
US Bancorp De
|
2,068,489 | $124,936,735 | |
| 4 | TFC |
Truist Financial Corp
|
2,329,997 | $116,080,449 | |
| 5 | HDB |
Hdfc Bank Ltd
|
4,305,287 | $111,205,562 | |
| 6 | MTB |
M&T Bank Corp
|
252,660 | $60,135,605 | |
| 7 | BBD |
Bank Bradesco
|
17,095,421 | $59,321,110 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
798,677 | $55,963,296 |
All Filings in WTBA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,349 | 19,199 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $276,011 | 11,602 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,765 | 3,820 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,991 | 2,411 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $47,327 | 2,411 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||