Position in EGBN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$230,782
+$28,788 QoQ
Shares Held
8,129
+0.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 201 holders
Holding Since
Mar 2021
14 quarters on record
Common Shares in EGBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $166,838,654 across 62 Banks - Regional names. EGBN ranks #58 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
129,082 | $31,782,570 | |
| 2 | KEY |
Keycorp /New/
|
1,129,008 | $26,023,634 | |
| 3 | USB |
US Bancorp De
|
244,202 | $14,749,800 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
749,024 | $13,280,195 | |
| 5 | TFC |
Truist Financial Corp
|
246,485 | $12,279,882 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,045 | $11,220,166 | |
| 7 | VLY |
Valley National Bancorp
|
345,975 | $5,068,533 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
99,972 | $4,229,815 |
All Filings in EGBN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,782 | 8,129 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $201,994 | 8,122 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $173,951 | 8,121 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $217,012 | 8,337 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $205,139 | 9,085 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $215,779 | 9,186 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $316,259 | 10,493 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $225,074 | 10,493 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $242,076 | 5,493 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $234,824 | 4,119 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $240,302 | 4,119 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $236,842 | 4,119 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $241,929 | 4,314 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $229,547 | 4,314 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||