Position in KB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$224,719
+$223,403 QoQ
Shares Held
2,141
+5122.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#257
of 361 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $28,261,361 across 24 Banks - Regional names. KB ranks #23 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBIN |
Merchants Bancorp
|
226,998 | $11,349,900 | |
| 2 | TCBX |
Third Coast Bancshares, Inc.
|
78,616 | $3,176,086 | |
| 3 | THFF |
First Financial Corp /In/
|
22,277 | $1,725,130 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
6,146 | $1,513,268 | |
| 5 | USB |
US Bancorp De
|
20,006 | $1,208,362 | |
| 6 | GABC |
German American Bancorp, Inc.
|
19,877 | $943,362 | |
| 7 | TFC |
Truist Financial Corp
|
16,883 | $841,111 | |
| 8 | FITB |
Fifth Third Bancorp
|
14,502 | $817,477 |
All Filings in KB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,719 | 2,141 | Shares | Sole | 2026-07-08 | |
| 2020-09-30 | $1,316 | 41 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,729 | 170 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,114 | 41 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||