Position in KB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,114
+$6,039 QoQ
Shares Held
144
+58.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 362 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $4,719,232 across 120 Banks - Regional names. KB ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
44,079 | $2,273,594 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
22,051 | $1,525,708 | |
| 3 | CATY |
Cathay General Bancorp
|
4,253 | $263,643 | |
| 4 | TFC |
Truist Financial Corp
|
1,709 | $85,142 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
311 | $76,574 | |
| 6 | MTB |
M&T Bank Corp
|
186 | $44,269 | |
| 7 | USB |
US Bancorp \De\
|
578 | $34,911 | |
| 8 | HDB |
Hdfc Bank Ltd
|
1,012 | $26,139 |
All Filings in KB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,114 | 144 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,075 | 91 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,829 | 91 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,730 | 45 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,707 | 57 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,352 | 25 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,015 | 53 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||