Position in KB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,541,711
+$604,556 QoQ
Shares Held
24,216
+24.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#95
of 362 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $112,716,793 across 56 Banks - Regional names. KB ranks #16 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
49,106 | $12,090,879 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
361,539 | $6,410,086 | |
| 3 | WTFC |
Wintrust Financial Corp
|
36,611 | $5,884,119 | |
| 4 | USB |
US Bancorp \De\
|
79,279 | $4,788,451 | |
| 5 | HDB |
Hdfc Bank Ltd
|
181,293 | $4,682,798 | |
| 6 | MTB |
M&T Bank Corp
|
17,738 | $4,221,821 | |
| 7 | IBN |
Icici Bank Ltd
|
135,617 | $3,936,961 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
58,871 | $3,723,590 |
All Filings in KB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,541,711 | 24,216 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,937,155 | 19,424 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,031,748 | 23,614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,754,043 | 21,156 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $566,261 | 10,465 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $608,374 | 10,692 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $503,386 | 8,152 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $389,023 | 6,872 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $348,712 | 6,697 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $276,930 | 6,694 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $274,162 | 6,669 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $241,659 | 6,639 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $239,150 | 6,186 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $203,716 | 6,759 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $255,750 | 6,875 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $369,691 | 7,571 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $366,602 | 7,942 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $349,560 | 7,532 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $371,327 | 7,532 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||