Position in KB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$75,151
+$47,427 QoQ
Shares Held
716
+157.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#283
of 362 holders
Holding Since
Mar 2020
16 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,114,851 across 57 Banks - Regional names. KB ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
132,350 | $7,993,940 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,716 | $5,346,913 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
149,708 | $4,798,141 | |
| 4 | RF |
Regions Financial Corp
|
110,972 | $3,351,354 | |
| 5 | TFC |
Truist Financial Corp
|
52,597 | $2,620,382 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
776 | $1,614,693 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
48,830 | $865,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
10,931 | $765,935 |
All Filings in KB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,151 | 716 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $27,724 | 278 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $24,263 | 282 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $24,292 | 293 | Shares | Defined | 2025-10-27 | |
| 2023-03-31 | $1,821 | 50 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $24,394 | 631 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $5,485 | 182 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $30,504 | 820 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $35,352 | 724 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $24,557 | 532 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $6,311 | 136 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $6,556 | 133 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,267 | 32 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,027 | 32 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $125,217 | 4,501 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $122,382 | 4,501 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||