Position in IBN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$934,533
+$89,339 QoQ
Shares Held
32,192
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#260
of 512 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $7,237,153 across 16 Banks - Regional names. IBN ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
18,012 | $1,087,924 | |
| 2 | IBN |
Icici Bank Ltd
This page
|
32,192 | $934,533 | |
| 3 | LYG |
Lloyds Banking Group plc
|
120,012 | $699,669 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,627 | $646,819 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,123 | $602,843 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
252 | $524,359 | |
| 7 | LOB |
Live Oak Bancshares, Inc.
|
8,368 | $341,749 | |
| 8 | FHN |
First Horizon Corp
|
12,749 | $326,884 |
All Filings in IBN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,533 | 32,192 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $845,194 | 32,633 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $917,005 | 30,772 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $911,192 | 30,142 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $991,168 | 29,464 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $912,882 | 28,962 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $898,517 | 30,091 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,047,197 | 35,082 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,082,506 | 37,574 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $987,839 | 37,404 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $888,755 | 37,280 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $878,213 | 37,985 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $871,870 | 37,776 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $799,884 | 37,066 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $953,375 | 43,553 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $453,161 | 21,610 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $415,541 | 23,424 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $471,681 | 24,904 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $493,681 | 24,946 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $456,899 | 24,213 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $406,484 | 23,771 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $362,566 | 22,618 | Shares | Defined | 2021-04-21 | |
| 2020-03-31 | $141,321 | 16,626 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||