Position in KB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,784
+$687 QoQ
Shares Held
17
+54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 362 holders
Holding Since
Dec 2025
3 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, 2026IMA Advisory Services, Inc. holds $348,483 across 28 Banks - Regional names. KB ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
3,447 | $171,729 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
481 | $27,777 | |
| 3 | RSHGY |
Resona Holdings Inc
|
819 | $21,236 | |
| 4 | NWG |
NatWest Group plc
|
1,132 | $19,957 | |
| 5 | CCB |
Coastal Financial Corp
|
207 | $16,044 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
70 | $10,816 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
471 | $8,350 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
32 | $7,879 |
All Filings in KB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,784 | 17 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,097 | 11 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,032 | 12 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||