Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IAT vs FSRBX
Shared holdings
12
IAT covered by FSRBX
32.77%
FSRBX covered by IAT
32.77%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
IAT (March 31, 2026)
| Security | Weight | |
|---|---|---|
| PNC FINANCIAL SERVICES GRP INC | 14.57% | |
| US BANCORP DEL | 14.02% | |
| TRUIST FINL CORP | 10.06% | |
| FIFTH THIRD BANCORP | 6.09% | |
| CITIZENS FINANCIAL GROUP INC | 4.55% | |
| M&T BANK CORP | 4.52% | |
| HUNTINGTON BANCSHARES INC | 4.44% | |
| REGIONS FINANCIAL CORP | 4.24% | |
| KEYCORP | 3.51% | |
| FIRST CITIZENS BANCSHARES INC CL A | 3.43% | |
| EAST WEST BNCRP | 2.75% | |
| PINNACLE FINANCIAL PARTNERS INC | 2.42% | |
| WEBSTER FINL | 2.09% | |
| FIRST HORIZON CORP | 2.06% | |
| WINTRUST FINL | 1.74% | |
| SOUTHSTATE BANK CORP | 1.71% | |
| POPULAR INC | 1.65% | |
| CULLEN FROST BANKERS INC | 1.62% | |
| ZIONS BANCORP NA | 1.59% | |
| UMB FINANCIAL CORP | 1.51% | |
| WESTERN ALLIANCE BANCORP | 1.36% | |
| PROSPERITY BNCSH | 1.27% | |
| COMMERCE BCSHS | 1.26% | |
| FNB CORP PA | 1.12% | |
| VALLEY NATL BANCORP | 1.10% | |
| UNITED BANKSHS | 1.09% | |
| GLACIER BANCORP INC | 1.07% | |
| HOME BANCSHARES INC | 0.92% | |
| BANK OZK | 0.88% | |
| FIRST FINL BANKSHARES INC | 0.72% | |
| BOK FINL CORP | 0.51% | |
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.11% | |
| XAF FINANCIAL JUN26 | 0.00% |
FSRBX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| WELLS FARGO & CO | 7.69% | |
| BANK OF AMERICA CORPORATION | 7.13% | |
| TRUIST FINL CORP | 5.53% | |
| CITIGROUP INC | 5.34% | |
| US BANCORP DEL | 5.19% | |
| M&T BANK CORP | 4.80% | |
| HUNTINGTON BANCSHARES INC | 3.80% | |
| OLD NATL BANCORP | 3.76% | |
| BOK FINL CORP | 3.46% | |
| UMB FINANCIAL CORP | 3.28% | |
| EASTERN BANKSHARES INC | 3.21% | |
| KEYCORP | 3.16% | |
| FIRST INTST BANCSYST INC CL A | 3.03% | |
| ASSOCIATED BANC CORP | 2.93% | |
| Fidelity Securities Lending Cash Central Fund | 2.78% | |
| POPULAR INC | 2.68% | |
| TRICO BANCSHARES | 2.45% | |
| SOUTHSTATE BANK CORP | 2.23% | |
| WESBANCO INC | 2.15% | |
| UNITED COMMUNITY BANKS GA | 2.08% | |
| COMMUNITY FINANCIAL SYSTEM INC | 1.97% | |
| FB FINANCIAL CORP | 1.96% | |
| BANNER CORPORATI | 1.94% | |
| EAST WEST BNCRP | 1.87% | |
| WINTRUST FINL | 1.87% | |
| UNIVEST FINANCIAL CORP | 1.85% | |
| ZIONS BANCORP NA | 1.72% | |
| COMMUNITY WEST BANCSHARES | 1.50% | |
| FIRST HAWAIIAN INC | 1.40% | |
| STATE STREET CORP | 1.31% | |
| FIRST BANCORP/NC | 1.27% | |
| SEACOAST BANKING CORP FLORIDA | 1.09% | |
| SIERRA BANCORP | 1.03% | |
| COMMUNITY TRUST BANCORP INC | 1.02% | |
| FIRST SOURCE CORP | 1.00% | |
| SOUTHERN MISSOURI BANCORP INC | 0.31% | |
| Fidelity Cash Central Fund | 0.23% | |
| PHOENIX VEGA MEZZ PLC | 0.00% | |
| Sunrisemezz PLC | 0.00% |
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