Position in WTBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,867,154
+$441,491 QoQ
Shares Held
70,379
+17.4% QoQ
Ownership
0.413%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 113 holders
Holding Since
Mar 2020
22 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, 2026GOLDMAN SACHS GROUP INC holds $13,768,211,080 across 287 Banks - Regional names. WTBA ranks #228 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,343,276 | $1,315,621,413 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
28,368,611 | $957,724,305 | |
| 3 | USB |
US Bancorp De
|
14,686,566 | $887,068,584 | |
| 4 | FITB |
Fifth Third Bancorp
|
12,255,224 | $690,826,974 | |
| 5 | TFC |
Truist Financial Corp
|
10,686,753 | $532,414,033 | |
| 6 | WBS |
Webster Financial Corp
|
6,640,990 | $507,504,455 | |
| 7 | NU |
Nu Holdings Ltd.
|
30,378,285 | $405,853,884 | |
| 8 | BAP |
Credicorp Ltd
|
925,192 | $360,436,296 |
All Filings in WTBA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,867,154 | 70,379 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,425,663 | 59,927 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,007,869 | 45,420 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $1,124,893 | 55,359 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $266,968 | 13,600 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $727,689 | 36,494 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $1,015,493 | 46,905 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $665,996 | 35,034 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $212,866 | 11,892 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $225,504 | 10,637 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $192,164 | 11,782 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $486,925 | 26,449 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $214,946 | 11,765 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $205,163 | 7,540 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $238,337 | 7,671 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $231,741 | 7,717 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $203,102 | 7,319 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $609,549 | 25,303 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $560,626 | 29,048 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $444,185 | 28,042 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $614,336 | 35,125 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $444,343 | 27,177 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||