Position in DB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$304,954
-$84,062 QoQ
Shares Held
9,033
-30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#312
of 498 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LVW Advisors, LLC holds $11,964,435 across 14 Banks - Regional names. DB ranks #14 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
60,797 | $3,672,138 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,368 | $1,567,928 | |
| 3 | MTB |
M&T Bank Corp
|
4,991 | $1,187,907 | |
| 4 | NWG |
NatWest Group plc
|
47,857 | $843,718 | |
| 5 | TFC |
Truist Financial Corp
|
16,631 | $828,556 | |
| 6 | RF |
Regions Financial Corp
|
22,912 | $691,942 | |
| 7 | LYG |
Lloyds Banking Group plc
|
84,234 | $491,084 | |
| 8 | BAP |
Credicorp Ltd
|
1,257 | $489,702 |
All Filings in DB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,954 | 9,033 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $389,016 | 13,063 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $635,391 | 16,478 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $713,405 | 20,147 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $627,206 | 21,421 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $542,585 | 22,769 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $308,758 | 18,109 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $328,716 | 18,990 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $338,198 | 21,217 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||