Position in CLBK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$269,198
New position
Shares Held
27,909
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 97 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $37,709,058 across 36 Banks - Regional names. CLBK ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20,763 | $5,112,264 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
102,216 | $4,433,619 | |
| 3 | USB |
US Bancorp \De\
|
67,342 | $4,067,456 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
69,235 | $3,571,141 | |
| 5 | TFC |
Truist Financial Corp
|
70,231 | $3,498,907 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
71,404 | $3,272,445 | |
| 7 | BPOP |
Popular, Inc.
|
7,044 | $1,156,483 | |
| 8 | TBBK |
Bancorp, Inc.
|
18,042 | $1,130,150 |
All Filings in CLBK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,198 | 12,686 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||