Position in KB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$30,059,809
+$6,249,272 QoQ
Shares Held
286,393
+20.0% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 362 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. KB ranks #18 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in KB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,059,809 | 286,393 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $23,810,537 | 238,750 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,909,441 | 173,285 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,466,717 | 174,487 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $14,446,973 | 174,924 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,428,234 | 174,242 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,661,278 | 169,794 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,364,367 | 167,844 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,379,767 | 165,691 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,220,915 | 157,882 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,488,181 | 156,833 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,429,562 | 156,399 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,159,192 | 86,791 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,364,552 | 92,382 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,306,664 | 137,265 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,039,618 | 167,207 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,168,849 | 192,711 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,430,977 | 193,139 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,776,898 | 168,477 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,679,145 | 122,369 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $5,346,092 | 108,440 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,310,098 | 87,196 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,118,698 | 78,755 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,164,052 | 67,374 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,848,666 | 66,451 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,749,649 | 64,349 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||