Position in WTBA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$220,171
+$175,495 QoQ
Shares Held
8,299
+341.9% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CITIGROUP INC holds $3,130,878,876 across 284 Banks - Regional names. WTBA ranks #210 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,816,829 | $871,576,145 | |
| 2 | WBS |
Webster Financial Corp
|
3,566,496 | $272,551,623 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,012,120 | $249,204,184 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
11,409,970 | $202,298,767 | |
| 5 | NU |
Nu Holdings Ltd.
|
12,385,567 | $165,471,173 | |
| 6 | USB |
US Bancorp De
|
1,889,187 | $114,106,893 | |
| 7 | TFC |
Truist Financial Corp
|
2,104,595 | $104,850,921 | |
| 8 | LYG |
Lloyds Banking Group plc
|
16,746,452 | $97,631,813 |
All Filings in WTBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,171 | 8,299 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $44,676 | 1,878 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $36,168 | 1,630 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $28,284 | 1,392 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $121,468 | 6,188 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $242,130 | 12,143 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $288,701 | 13,335 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $236,902 | 12,462 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $75,788 | 4,234 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $62,083 | 3,482 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $57,345 | 2,705 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,419 | 271 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $90,484 | 4,915 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $18 | 1 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $4,547 | 178 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $5,119 | 246 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $28,088 | 1,154 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $18,312 | 673 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $125,056 | 4,025 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $55,075 | 1,834 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $22,283 | 803 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $25,559 | 1,061 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $60,910 | 3,156 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $12,196 | 770 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $38,670 | 2,211 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $80,719 | 4,937 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||