Position in KB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,208,803
+$2,207,536 QoQ
Shares Held
59,154
+47.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 362 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. KB ranks #28 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in KB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,208,803 | 59,154 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,001,267 | 40,121 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $826,328 | 9,604 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $741,712 | 8,946 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $951,354 | 11,519 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $236,568 | 4,372 | Shares | Sole | 2025-05-07 | |
| 2021-06-30 | $212,433 | 4,309 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $214,625 | 4,342 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||