Position in BANC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$13,402
+$1,870 QoQ
Shares Held
656
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 305 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BANC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $63,940,048 across 12 Banks - Regional names. BANC ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
838,806 | $47,283,494 | |
| 2 | CBC |
Central Bancompany, Inc.
|
282,050 | $8,568,679 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
71,288 | $4,116,882 | |
| 4 | UMBF |
Umb Financial Corp
|
9,166 | $1,308,538 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,546 | $1,119,316 | |
| 6 | USB |
US Bancorp \De\
|
11,798 | $712,599 | |
| 7 | RF |
Regions Financial Corp
|
18,500 | $558,700 | |
| 8 | EFSC |
Enterprise Financial Services Corp
|
2,460 | $162,064 |
All Filings in BANC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,402 | 656 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $11,532 | 656 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $12,654 | 656 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,856 | 656 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,216 | 656 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $9,308 | 656 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,141 | 656 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,662 | 656 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $8,383 | 656 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,962 | 918 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,810 | 656 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||