Position in BSRR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$267,385
+$44,870 QoQ
Shares Held
6,560
0.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 124 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSRR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gradient Investments LLC holds $83,921,616 across 17 Banks - Regional names. BSRR ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
959,843 | $22,124,381 | |
| 2 | USB |
US Bancorp De
|
279,287 | $16,868,934 | |
| 3 | NWG |
NatWest Group plc
|
349,922 | $6,169,124 | |
| 4 | LYG |
Lloyds Banking Group plc
|
1,038,552 | $6,054,758 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
598,687 | $5,735,421 | |
| 6 | KB |
KB Financial Group Inc.
|
52,942 | $5,556,792 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
160,989 | $5,434,988 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
46,256 | $4,666,305 |
All Filings in BSRR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,385 | 6,560 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $222,515 | 6,560 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $214,380 | 6,560 | Shares | Sole | 2026-01-08 | |
| 2024-06-30 | $258,712 | 11,560 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $334,512 | 16,560 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $557,300 | 24,714 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $466,302 | 24,594 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $417,360 | 24,594 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $423,508 | 24,594 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $522,376 | 24,594 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $483,361 | 24,474 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $531,820 | 24,474 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $611,360 | 24,474 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $664,469 | 24,474 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $594,228 | 24,474 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $622,863 | 24,474 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $221,743 | 8,274 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $197,914 | 8,274 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $138,920 | 8,274 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $156,213 | 8,274 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $145,456 | 8,274 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||