Position in KB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,303
-$4,472 QoQ
Shares Held
41
-53.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 362 holders
Holding Since
Mar 2021
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, 2026Capital Analysts, LLC holds $4,560,966 across 17 Banks - Regional names. KB ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
46,156 | $3,234,150 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,279 | $314,914 | |
| 3 | FITB |
Fifth Third Bancorp
|
4,643 | $261,725 | |
| 4 | TFC |
Truist Financial Corp
|
4,483 | $223,342 | |
| 5 | USB |
US Bancorp \De\
|
2,244 | $135,537 | |
| 6 | ASB |
Associated Banc-Corp
|
2,836 | $87,263 | |
| 7 | FRME |
First Merchants Corp
|
1,800 | $78,642 | |
| 8 | RF |
Regions Financial Corp
|
2,569 | $77,583 |
All Filings in KB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,303 | 41 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $8,775 | 88 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $8,435 | 139 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $8,128 | 139 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,480 | 139 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,765 | 162 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,217 | 162 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,003 | 162 | Shares | Defined | 2024-11-13 | |
| 2021-03-31 | $1,581 | 32 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||