Position in KB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,038
New position
Shares Held
48
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 361 holders
Holding Since
Jun 2026
1 quarter on record
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $1,341,263 across 22 Banks - Regional names. KB ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
14,989 | $746,751 | |
| 2 | CNOB |
ConnectOne Bancorp, Inc.
|
10,621 | $355,166 | |
| 3 | KEY |
Keycorp /New/
|
3,434 | $79,153 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
700 | $49,049 | |
| 5 | EWBC |
East West Bancorp Inc
|
288 | $37,177 | |
| 6 | USB |
US Bancorp De
|
310 | $18,724 | |
| 7 | MTB |
M&T Bank Corp
|
57 | $13,566 | |
| 8 | BBD |
Bank Bradesco
|
2,082 | $6,246 |
All Filings in KB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,038 | 48 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||