Position in KB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,778
-$13,483 QoQ
Shares Held
36
-88.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 362 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $405,419 across 27 Banks - Regional names. KB ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
1,712 | $264,538 | |
| 2 | USB |
US Bancorp \De\
|
295 | $17,818 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
72 | $17,727 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
415 | $13,300 | |
| 5 | GBCI |
Glacier Bancorp, Inc.
|
190 | $9,800 | |
| 6 | LYG |
Lloyds Banking Group plc
|
1,597 | $9,310 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
969 | $9,283 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
200 | $9,166 |
All Filings in KB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,778 | 36 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $17,261 | 319 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,151 | 319 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,574 | 317 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,832 | 315 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,985 | 307 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $12,700 | 307 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||