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FSRBX vs PRISX

Shared holdings
10
FSRBX covered by PRISX
19.64%
PRISX covered by FSRBX
19.64%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FSRBX (Feb. 28, 2026)

SecurityWeight
WELLS FARGO & CO7.69%
BANK OF AMERICA CORPORATION7.13%
TRUIST FINL CORP5.53%
CITIGROUP INC5.34%
US BANCORP DEL5.19%
M&T BANK CORP4.80%
HUNTINGTON BANCSHARES INC3.80%
OLD NATL BANCORP3.76%
BOK FINL CORP3.46%
UMB FINANCIAL CORP3.28%
EASTERN BANKSHARES INC3.21%
KEYCORP3.16%
FIRST INTST BANCSYST INC CL A3.03%
ASSOCIATED BANC CORP2.93%
Fidelity Securities Lending Cash Central Fund2.78%
POPULAR INC2.68%
TRICO BANCSHARES2.45%
SOUTHSTATE BANK CORP2.23%
WESBANCO INC2.15%
UNITED COMMUNITY BANKS GA2.08%
COMMUNITY FINANCIAL SYSTEM INC1.97%
FB FINANCIAL CORP1.96%
BANNER CORPORATI1.94%
EAST WEST BNCRP1.87%
WINTRUST FINL1.87%
UNIVEST FINANCIAL CORP1.85%
ZIONS BANCORP NA1.72%
COMMUNITY WEST BANCSHARES1.50%
FIRST HAWAIIAN INC1.40%
STATE STREET CORP1.31%
FIRST BANCORP/NC1.27%
SEACOAST BANKING CORP FLORIDA1.09%
SIERRA BANCORP1.03%
COMMUNITY TRUST BANCORP INC1.02%
FIRST SOURCE CORP1.00%
SOUTHERN MISSOURI BANCORP INC0.31%
Fidelity Cash Central Fund0.23%
PHOENIX VEGA MEZZ PLC0.00%
Sunrisemezz PLC0.00%

PRISX (March 31, 2026)

SecurityWeight
BANK OF AMERICA CORPORATION5.47%
MASTERCARD INC CL A4.82%
JPMORGAN CHASE and CO4.28%
SCHWAB CHARLES CORP4.26%
VISA INC-CLASS A4.23%
CITIGROUP INC3.98%
GOLDMAN SACHS GROUP INC3.79%
CAPITAL ONE FINANCIAL CORP3.03%
CHUBB LTD2.81%
MORGAN STANLEY2.80%
WELLS FARGO & CO2.53%
BERKSHIRE HATH-B2.17%
MARSH & MCLENNAN2.13%
US BANCORP DEL2.03%
ALLSTATE CORPORATION1.79%
INTERCONTINENTAL EXCHANGE INC1.72%
POPULAR INC1.54%
METLIFE INC1.47%
WESTERN ALLIANCE BANCORP1.44%
S&P GLOBAL INC1.40%
AMERICAN EXPRESS CO1.37%
AMERICAN INTERNATIONAL GROUP1.37%
EAST WEST BNCRP1.35%
KKR & CO INC1.22%
APOLLO GLOBAL MANAGEMENT INC1.22%
PROGRESSIVE CORP OHIO1.21%
FIFTH THIRD BANCORP1.11%
EQUITABLE HOLDINGS INC1.07%
AXIS CAPITAL HOLDINGS LTD1.06%
VOYA FINANCIAL INC1.04%
HUNTINGTON BANCSHARES INC1.04%
UMB FINANCIAL CORP1.01%
AON PLC0.99%
AMERIPRISE FINANCIAL INC0.99%
INVESCO LTD0.98%
Gallop Holdings LP - Ascot Group PP0.94%
PINNACLE FINANCIAL PARTNERS INC0.92%
SLM CORP0.85%
FISERV INC0.76%
STIFEL FINANCIAL CORP0.76%
FULTON FINANCIAL CORP0.76%
BLACKROCK INC0.75%
COLUMBIA BANKING SYSTEMS INC0.73%
STONEX GROUP INC0.68%
PAYPAL HOLDINGS0.64%
ICAPITAL INC COMMON STOCK PP0.64%
ARES MANAGEMENT CORP CL A0.64%
GLOBAL PAYMENTS INC0.61%
LPL FINL HLDGS INC0.60%
BANK OF NEW YORK MELLON CORP0.59%

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