Position in KB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,613,969
+$228,022 QoQ
Shares Held
15,377
+10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#118
of 362 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. KB ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
65,354 | $16,091,461 | |
| 2 | USB |
US Bancorp \De\
|
193,924 | $11,713,009 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
65,020 | $6,559,217 | |
| 4 | TFC |
Truist Financial Corp
|
97,766 | $4,870,702 | |
| 5 | FITB |
Fifth Third Bancorp
|
64,043 | $3,610,103 | |
| 6 | RF |
Regions Financial Corp
|
102,153 | $3,085,020 | |
| 7 | UMBF |
Umb Financial Corp
|
16,041 | $2,290,013 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
31,425 | $2,201,949 |
All Filings in KB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,613,969 | 15,377 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,385,947 | 13,897 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,024,994 | 11,913 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $949,982 | 11,458 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $791,294 | 9,581 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $338,836 | 6,262 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $304,756 | 5,356 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $341,415 | 5,529 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $525,340 | 9,280 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $1,255,614 | 25,714 | Shares | Sole | 2022-05-02 | |
| 2020-03-31 | $233,099 | 8,573 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||