Position in ISBA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,740
New position
Shares Held
60
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $34,868,694 across 153 Banks - Regional names. ISBA ranks #132 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
161,391 | $7,419,137 | |
| 2 | USB |
US Bancorp De
|
56,219 | $2,923,943 | |
| 3 | NU |
Nu Holdings Ltd.
|
156,861 | $2,254,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,188 | $2,120,014 | |
| 5 | FITB |
Fifth Third Bancorp
|
43,950 | $2,041,913 | |
| 6 | KEY |
Keycorp /New/
|
71,076 | $1,425,070 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
22,984 | $1,324,337 | |
| 8 | MTB |
M&T Bank Corp
|
6,390 | $1,320,936 |
All Filings in ISBA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,740 | 60 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||