Position in KB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$276,254
+$21,644 QoQ
Shares Held
2,632
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#235
of 362 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $27,549,402 across 18 Banks - Regional names. KB ranks #17 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
|
78,746 | $5,658,687 | |
| 2 | TFC |
Truist Financial Corp
|
88,609 | $4,414,500 | |
| 3 | USB |
US Bancorp \De\
|
48,900 | $2,953,560 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
11,388 | $2,803,953 | |
| 5 | RF |
Regions Financial Corp
|
76,405 | $2,307,431 | |
| 6 | MTB |
M&T Bank Corp
|
8,679 | $2,065,688 | |
| 7 | CBNK |
Capital Bancorp Inc
|
37,487 | $1,316,543 | |
| 8 | MBIN |
Merchants Bancorp
|
25,019 | $1,250,950 |
All Filings in KB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,254 | 2,632 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $254,610 | 2,553 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $213,551 | 2,482 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $212,498 | 2,563 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $216,881 | 2,626 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||