Position in FNB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,447,008
+$91,200 QoQ
Shares Held
75,839
-6.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#171
of 523 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $3,852,460 across 4 Banks - Regional names. FNB ranks #2 (37.6% of the industry book) .
All Filings in FNB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,447,008 | 75,839 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,355,808 | 81,089 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,386,621 | 81,089 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,342,494 | 83,333 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,214,995 | 83,333 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,120,828 | 83,333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,231,661 | 83,333 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,226,568 | 86,929 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||