Position in KB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,784,030
+$495,149 QoQ
Shares Held
55,107
+3.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#55
of 362 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $113,537,310 across 67 Banks - Regional names. KB ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
165,556 | $9,999,582 | |
| 2 | BPOP |
Popular, Inc.
|
59,321 | $9,739,321 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,745 | $8,308,693 | |
| 4 | NWG |
NatWest Group plc
|
435,479 | $7,677,494 | |
| 5 | LYG |
Lloyds Banking Group plc
|
1,095,240 | $6,385,249 | |
| 6 | KB |
KB Financial Group Inc.
This page
|
55,107 | $5,784,030 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
164,407 | $5,550,380 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
86,477 | $5,469,670 |
All Filings in KB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,784,030 | 55,107 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,288,881 | 53,032 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,337,448 | 50,412 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,139,779 | 49,931 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,120,580 | 49,892 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,818,698 | 52,092 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,379,803 | 59,399 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,704,629 | 59,994 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,216,353 | 56,816 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,804,490 | 53,860 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,863,553 | 45,046 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,580,597 | 38,448 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $800,872 | 22,002 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $669,727 | 18,389 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $764,733 | 19,781 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $624,169 | 20,709 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,086,946 | 29,219 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,001,981 | 40,999 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,003,759 | 43,409 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,040,508 | 43,967 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,259,468 | 45,831 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,714,874 | 34,693 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,209,463 | 30,542 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $741,490 | 23,085 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $518,036 | 18,621 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||