Position in BRBS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$45,569
-$772 QoQ
Shares Held
10,850
-0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $8,251,623 across 28 Banks - Regional names. BRBS ranks #28 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
12,796 | $665,517 | |
| 2 | TFC |
Truist Financial Corp
|
11,511 | $529,159 | |
| 3 | WBS |
Webster Financial Corp
|
6,967 | $483,646 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,291 | $476,731 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
29,000 | $453,847 | |
| 6 | CCNE |
Cnb Financial Corp/Pa
|
14,880 | $430,923 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,636 | $354,765 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,553 | $354,712 |
All Filings in BRBS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,569 | 10,850 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $46,341 | 10,853 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,907 | 10,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,829 | 10,816 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,260 | 10,816 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $34,827 | 10,816 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $30,284 | 10,816 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $28,229 | 10,816 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,095 | 10,816 | Shares | Other | 2024-05-13 | |
| 2023-09-30 | $55,365 | 12,249 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $108,403 | 12,249 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $125,511 | 12,305 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $153,414 | 12,283 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||