Position in KB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,855,856
+$365,299 QoQ
Shares Held
27,209
+9.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#90
of 363 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. KB ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
638,779 | $11,325,551 | |
| 2 | USB |
US Bancorp De
|
162,867 | $9,837,166 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
99,262 | $6,867,937 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
24,717 | $6,085,819 | |
| 5 | WAL |
Western Alliance Bancorporation
|
65,552 | $5,388,374 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
58,388 | $4,091,247 | |
| 7 | TFC |
Truist Financial Corp
|
73,813 | $3,677,363 | |
| 8 | IBN |
Icici Bank Ltd
|
107,529 | $3,121,566 |
All Filings in KB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,855,856 | 27,209 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,490,557 | 24,973 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,626,930 | 18,909 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,413,366 | 17,047 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,320,118 | 15,984 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $767,171 | 14,178 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $827,838 | 14,549 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $900,994 | 14,591 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $858,207 | 15,160 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $772,354 | 14,833 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $626,879 | 15,153 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $629,311 | 15,308 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $534,970 | 14,697 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $491,342 | 13,491 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $514,293 | 13,303 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $206,067 | 6,837 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $279,781 | 7,521 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $429,459 | 8,795 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $257,111 | 5,570 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||