Position in DB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$270,113
+$44,858 QoQ
Shares Held
8,001
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#328
of 498 holders
Holding Since
Jun 2025
5 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, 2026PDS Planning, Inc holds $13,284,176 across 24 Banks - Regional names. DB ranks #17 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
126,637 | $2,245,274 | |
| 2 | KB |
KB Financial Group Inc.
|
11,908 | $1,249,863 | |
| 3 | SHG |
Shinhan Financial Group Co Ltd
|
19,494 | $1,232,995 | |
| 4 | IBN |
Icici Bank Ltd
|
39,669 | $1,151,591 | |
| 5 | WF |
Woori Financial Group Inc.
|
18,515 | $1,062,761 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
78,912 | $755,976 | |
| 7 | USB |
US Bancorp De
|
9,314 | $562,565 | |
| 8 | FITB |
Fifth Third Bancorp
|
8,844 | $498,536 |
All Filings in DB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,113 | 8,001 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $225,255 | 7,564 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $290,549 | 7,535 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $267,133 | 7,544 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $220,829 | 7,542 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||