Position in IBN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,151,591
+$367,158 QoQ
Shares Held
39,669
+31.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#245
of 512 holders
Holding Since
Mar 2023
14 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, 2026PDS Planning, Inc holds $13,284,176 across 24 Banks - Regional names. IBN ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
126,637 | $2,245,274 | |
| 2 | KB |
KB Financial Group Inc.
|
11,908 | $1,249,863 | |
| 3 | SHG |
Shinhan Financial Group Co Ltd
|
19,494 | $1,232,995 | |
| 4 | IBN |
Icici Bank Ltd
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|
39,669 | $1,151,591 | |
| 5 | WF |
Woori Financial Group Inc.
|
18,515 | $1,062,761 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
78,912 | $755,976 | |
| 7 | USB |
US Bancorp \De\
|
9,314 | $562,565 | |
| 8 | FITB |
Fifth Third Bancorp
|
8,844 | $498,536 |
All Filings in IBN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,591 | 39,669 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $784,433 | 30,287 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $947,848 | 31,807 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,000,008 | 33,080 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,030,124 | 30,622 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $916,507 | 29,077 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $724,672 | 24,269 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $705,803 | 23,645 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $672,569 | 23,345 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $608,433 | 23,038 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $516,732 | 21,675 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $495,276 | 21,422 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $463,377 | 20,077 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $405,617 | 18,796 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||