Position in KB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,032,084
+$218,103 QoQ
Shares Held
28,888
+2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#85
of 362 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Advisors Asset Management, Inc. holds $25,602,695 across 30 Banks - Regional names. KB ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
63,926 | $3,861,130 | |
| 2 | KB |
KB Financial Group Inc.
This page
|
28,888 | $3,032,084 | |
| 3 | ITUB |
Itau Unibanco Holding S.A.
|
289,789 | $2,367,576 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
8,464 | $2,084,006 | |
| 5 | WTFC |
Wintrust Financial Corp
|
11,484 | $1,845,708 | |
| 6 | NU |
Nu Holdings Ltd.
|
134,768 | $1,800,500 | |
| 7 | RF |
Regions Financial Corp
|
54,949 | $1,659,459 | |
| 8 | NWG |
NatWest Group plc
|
78,222 | $1,379,053 |
All Filings in KB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,032,084 | 28,888 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,813,981 | 28,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,831,877 | 21,291 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $1,600,577 | 19,305 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,222,001 | 14,796 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $761,327 | 14,070 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $888,322 | 15,612 | Shares | Sole | 2026-08-21 | |
| 2024-09-30 | $915,876 | 14,832 | Shares | Sole | 2026-08-21 | |
| 2024-06-30 | $1,048,417 | 18,520 | Shares | Sole | 2026-08-21 | |
| 2024-03-31 | $963,399 | 18,502 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,131,221 | 27,344 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,142,035 | 27,780 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $979,706 | 26,915 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $901,067 | 24,741 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $833,509 | 21,560 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $568,922 | 18,876 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $556,437 | 14,958 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $505,683 | 10,356 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $147,342 | 3,192 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $59,683 | 1,286 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $175,261 | 3,555 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $148,784 | 3,010 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $119,750 | 3,024 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $97,227 | 3,027 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $74,307 | 2,671 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||