Position in IBN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,198,572
+$1,189,150 QoQ
Shares Held
213,523
+10.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#142
of 514 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $20,254,671 across 3 Banks - Regional names. IBN ranks #2 (30.6% of the industry book) .
All Filings in IBN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,198,572 | 213,523 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,009,422 | 193,414 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,583,240 | 153,800 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,167,417 | 137,857 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,423,289 | 131,489 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,077,805 | 129,372 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,948,656 | 132,239 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,085,688 | 136,874 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,973,878 | 137,934 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,544,354 | 134,205 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,207,862 | 134,558 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,673,286 | 72,374 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,616,730 | 70,049 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,893,903 | 87,762 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,988,181 | 90,826 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||