Position in KB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$214,618
+$61,728 QoQ
Shares Held
2,152
-19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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, 2026Avior Wealth Management, LLC holds $4,135,266 across 9 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
41,464 | $955,745 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,026 | $832,078 | |
| 3 | USB |
US Bancorp De
|
9,364 | $565,585 | |
| 4 | TFC |
Truist Financial Corp
|
9,569 | $476,727 | |
| 5 | ASB |
Associated Banc-Corp
|
14,873 | $457,642 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,326 | $326,487 | |
| 7 | 6,333 | $249,013 | |||
| 8 | LYG |
Lloyds Banking Group plc
|
26,128 | $152,326 |
All Filings in KB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,618 | 2,152 | Shares | Sole | 2026-04-09 | |
| 2024-12-31 | $152,890 | 2,687 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $166,169 | 2,691 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $153,016 | 2,703 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $205,051 | 3,938 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,737 | 42 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,055 | 50 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,820 | 50 | Shares | Sole | 2023-07-19 | |
| 2020-03-31 | $1,386 | 51 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||