Position in KB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$238,467
+$29,933 QoQ
Shares Held
2,272
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 362 holders
Holding Since
Jun 2025
5 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, 2026Ascent Group, LLC holds $25,805,003 across 20 Banks - Regional names. KB ranks #17 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
70,481 | $4,257,051 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
16,868 | $4,153,236 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
54,049 | $3,787,209 | |
| 4 | TFC |
Truist Financial Corp
|
50,923 | $2,536,981 | |
| 5 | RF |
Regions Financial Corp
|
81,451 | $2,459,818 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
117,198 | $2,077,918 | |
| 7 | KEY |
Keycorp /New/
|
54,243 | $1,250,298 | |
| 8 | FITB |
Fifth Third Bancorp
|
20,251 | $1,141,546 |
All Filings in KB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,467 | 2,272 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $208,534 | 2,091 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $288,750 | 3,356 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $281,975 | 3,401 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $269,325 | 3,261 | Shares | Other | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||