Wellington Management Group LLP Banks—Regional

Wellington Management Group LLP

$545 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MTB M&T Bank Corp	$32.3B	$2.02 Billion 0.37% of portfolio	10,236,066	Q3 2025 Added 2.78%
RF Regions Financial Corp	$23.3B	$1.1 Billion 0.2% of portfolio	41,867,400	Q3 2025 Reduced 8.98%
PNC Pnc Financial Services Group, Inc.	$74.3B	$700 Million 0.13% of portfolio	3,485,320	Q3 2025 Added 50.08%
KEY Keycorp	$16.4B	$680 Million 0.12% of portfolio	36,370,694	Q3 2025 Added 90.17%
CADE Cadence Bank	$7.01B	$506 Million 0.09% of portfolio	13,472,725	Q3 2025 Reduced 4.42%
TFC Truist Financial Corp	$59.5B	$475 Million 0.09% of portfolio	10,386,831	Q3 2025 Added 13,511.72%
HDB Hdfc Bank LTD	$68.4B	$449 Million 0.08% of portfolio	13,155,196	Q3 2025 Added 94.34%
UMBF Umb Financial Corp	$5.24B	$367 Million 0.07% of portfolio	3,098,798	Q3 2025 Added 32.02%
COLB Columbia Banking System, Inc.	$2.12B	$355 Million 0.07% of portfolio	13,782,222	Q3 2025 Added 135.15%

SNV Synovus Financial Corp	$6.8B	$341 Million 0.06% of portfolio	6,939,814	Q3 2025 Reduced 16.83%
ITUB Itau Unibanco Holding S.A.	$74.9B	$303 Million 0.06% of portfolio	41,297,424	Q3 2025 Reduced 10.22%
BBD Bank Bradesco	$39.2B	$259 Million 0.05% of portfolio	76,735,708	Q3 2025 Added 7.53%
CFG Citizens Financial Group Inc	$25.6B	$252 Million 0.05% of portfolio	4,738,287	Q3 2025 Added 2.15%
CUBI Customers Bancorp, Inc.	$2.17B	$242 Million 0.04% of portfolio	3,698,345	Q3 2025 Added 0.09%
ABCB Ameris Bancorp	$5.06B	$240 Million 0.04% of portfolio	3,271,948	Q3 2025 Reduced 5.36%
PNFP Pinnacle Financial Partners Inc	$6.81B	$202 Million 0.04% of portfolio	2,156,749	Q3 2025 Added 51.06%
WAL Western Alliance Bancorporation	$8.51B	$198 Million 0.04% of portfolio	2,288,233	Q3 2025 Added 1.61%
FIBK First Interstate Bancsystem Inc	$3.27B	$189 Million 0.03% of portfolio	5,915,425	Q3 2025 Added 20.42%

VLY Valley National Bancorp	$5.47B	$172 Million 0.03% of portfolio	16,252,141	Q3 2025 Reduced 11.01%
SBCF Seacoast Banking Corp Of Florida	$1.87B	$167 Million 0.03% of portfolio	5,482,250	Q3 2025 Added 58.62%
BUSE First Busey Corp	$1.28B	$165 Million 0.03% of portfolio	7,135,906	Q3 2025 Added 94.39%
BPOP Popular, Inc.	$8.39B	$155 Million 0.03% of portfolio	1,216,764	Q3 2025 Reduced 27.95%
TRMK Trustmark Corp	$2.36B	$154 Million 0.03% of portfolio	3,883,882	Q3 2025 Added 8.88%
EFSC Enterprise Financial Services Corp	$1.99B	$152 Million 0.03% of portfolio	2,622,760	Q3 2025 Added 8.58%
FCNCA First Citizens Bancshares Inc	$26.8B	$131 Million 0.02% of portfolio	73,049	Q3 2025 Reduced 10.44%
SFNC Simmons First National Corp	$2.19B	$129 Million 0.02% of portfolio	6,743,990	Q3 2025 New
PFS Provident Financial Services Inc	$1.39B	$123 Million 0.02% of portfolio	6,359,098	Q3 2025 Added 9.97%
HOPE Hope Bancorp Inc	$1.23B	$122 Million 0.02% of portfolio	11,335,999	Q3 2025 Added 2.75%
HWC Hancock Whitney Corp	$5.03B	$119 Million 0.02% of portfolio	1,905,324	Q3 2025 Reduced 31.32%
IBN Icici Bank LTD	$109B	$118 Million 0.02% of portfolio	3,908,144	Q3 2025 Added 11.87%
BKU Bank United, Inc.	$3.08B	$117 Million 0.02% of portfolio	3,070,822	Q3 2025 Added 23.13%
OZK Bank Ozk	$5.22B	$111 Million 0.02% of portfolio	2,185,334	Q3 2025 Reduced 29.02%
AMTB Amerant Bancorp Inc.	$594M	$110 Million 0.02% of portfolio	5,732,375	Q3 2025 Added 0.34%
RNST Renasant Corp	$1.94B	$109 Million 0.02% of portfolio	2,962,781	Q3 2025 Added 15.35%
TBBK Bancorp, Inc.	$3.46B	$105 Million 0.02% of portfolio	1,407,015	Q3 2025 Reduced 42.19%
DCOM Dime Community Bancshares, Inc.	$1.05B	$102 Million 0.02% of portfolio	3,406,229	Q3 2025 Added 32.69%
BANR Banner Corp	$2.1B	$96.2 Million 0.02% of portfolio	1,469,333	Q3 2025 Reduced 13.25%
ZION Zions Bancorporation, National Association	$7.63B	$91.7 Million 0.02% of portfolio	1,621,400	Q3 2025 Added 23.06%
WTFC Wintrust Financial Corp	$7.79B	$90.2 Million 0.02% of portfolio	680,967	Q3 2025 New
DB Deutsche Bank Aktiengesellschaft	$75.2B	$85 Million 0.02% of portfolio	2,399,874	Q3 2025 Reduced 36.84%
WSBC Wesbanco Inc	$1.85B	$77.6 Million 0.01% of portfolio	2,431,637	Q3 2025 Added 1.35%
CNOB Connect One Bancorp, Inc.	$947M	$71.5 Million 0.01% of portfolio	2,882,584	Q3 2025 Added 76.85%
NBHC National Bank Holdings Corp	$1.34B	$68.6 Million 0.01% of portfolio	1,775,654	Q3 2025 Reduced 28.81%
HOMB Home Bancshares Inc	$5.6B	$66.7 Million 0.01% of portfolio	2,357,213	Q3 2025 Reduced 36.87%
MPB Mid Penn Bancorp Inc	$466M	$63.7 Million 0.01% of portfolio	2,224,513	Q3 2025 Added 25.42%
CCB Coastal Financial Corp	$1.36B	$52.6 Million 0.01% of portfolio	486,197	Q3 2025 Added 8.96%
BAP Credicorp LTD	$20.2B	$51.5 Million 0.01% of portfolio	193,265	Q3 2025 Added 62.82%
EBC Eastern Bankshares, Inc.	$3.13B	$47.2 Million 0.01% of portfolio	2,601,634	Q3 2025 Added 48.35%
CCNE Cnb Financial Corp	$528M	$45.4 Million 0.01% of portfolio	1,876,033	Q3 2025 Added 116.06%
MVBF Mvb Financial Corp	$330M	$44.7 Million 0.01% of portfolio	1,782,385	Q3 2025 Added 56.51%

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