Position in IBN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$333,757
New position
Shares Held
11,497
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#354
of 512 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MW ADVISORY, LLC holds $2,448,688 across 7 Banks - Regional names. IBN ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
12,135 | $604,565 | |
| 2 | SHG |
Shinhan Financial Group Co Ltd
|
5,622 | $355,591 | |
| 3 | KB |
KB Financial Group Inc.
|
3,198 | $335,662 | |
| 4 | IBN |
Icici Bank Ltd
This page
|
11,497 | $333,757 | |
| 5 | WF |
Woori Financial Group Inc.
|
5,650 | $324,310 | |
| 6 | HDB |
Hdfc Bank Ltd
|
10,068 | $260,056 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,327 | $234,747 |
All Filings in IBN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,757 | 11,497 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||