Position in ISBA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$12,833
-$1,217 QoQ
Shares Held
281
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ISBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Clearstead Advisors, LLC holds $58,356,281 across 68 Banks - Regional names. ISBA ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
958,835 | $19,224,641 | |
| 2 | FITB |
Fifth Third Bancorp
|
139,310 | $6,472,342 | |
| 3 | TFC |
Truist Financial Corp
|
137,104 | $6,302,670 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
26,281 | $5,468,813 | |
| 5 | TFSL |
TFS Financial CORP
|
242,040 | $3,400,662 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
216,491 | $3,388,084 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
816 | $1,537,882 | |
| 8 | FMNB |
Farmers National Banc Corp /Oh/
|
104,975 | $1,381,471 |
All Filings in ISBA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,833 | 281 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,050 | 281 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,905 | 281 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,472 | 281 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||