Position in EBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$460,398
+$87,424 QoQ
Shares Held
20,702
+8.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 321 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $207,762,451 across 32 Banks - Regional names. EBC ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
1,836,913 | $32,568,433 | |
| 2 | USB |
US Bancorp De
|
528,495 | $31,921,061 | |
| 3 | TFC |
Truist Financial Corp
|
546,432 | $27,223,208 | |
| 4 | RF |
Regions Financial Corp
|
889,195 | $26,853,658 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
372,036 | $26,068,523 | |
| 6 | KEY |
Keycorp /New/
|
1,020,932 | $23,532,453 | |
| 7 | FNB |
Fnb Corp/Pa/
|
1,076,584 | $20,541,190 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
19,543 | $4,811,855 |
All Filings in EBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,398 | 20,702 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $372,974 | 19,069 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $305,097 | 16,555 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $240,985 | 13,278 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $204,182 | 13,372 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $212,537 | 12,960 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $236,145 | 13,690 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||