Position in IBN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$282,636
+$51,388 QoQ
Shares Held
9,736
+25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#375
of 512 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $14,679,414 across 12 Banks - Regional names. IBN ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
17,460 | $4,299,001 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
58,619 | $4,107,433 | |
| 3 | MTB |
M&T Bank Corp
|
9,063 | $2,157,084 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
32,469 | $1,674,751 | |
| 5 | USB |
US Bancorp \De\
|
12,053 | $728,001 | |
| 6 | ONB |
Old National Bancorp /In/
|
15,013 | $388,836 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,331 | $300,508 | |
| 8 | IBN |
Icici Bank Ltd
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|
9,736 | $282,636 |
All Filings in IBN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,636 | 9,736 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $231,248 | 7,760 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $252,148 | 8,341 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $274,266 | 8,153 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $228,992 | 7,265 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $213,678 | 7,156 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $212,830 | 7,130 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $204,061 | 7,083 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||