Position in KB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,597,701
+$512,440 QoQ
Shares Held
15,222
+39.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#119
of 362 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $54,231,444 across 42 Banks - Regional names. KB ranks #16 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20,378 | $5,017,471 | |
| 2 | FITB |
Fifth Third Bancorp
|
63,529 | $3,581,129 | |
| 3 | USB |
US Bancorp \De\
|
57,323 | $3,462,309 | |
| 4 | TFC |
Truist Financial Corp
|
49,983 | $2,490,153 | |
| 5 | COSO |
CoastalSouth Bancshares, Inc.
|
90,307 | $2,424,742 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
27,546 | $1,930,148 | |
| 7 | WAL |
Western Alliance Bancorporation
|
23,311 | $1,916,164 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
195,994 | $1,877,622 |
All Filings in KB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,597,701 | 15,222 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,085,261 | 10,882 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $963,906 | 11,203 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $928,260 | 11,196 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $853,980 | 10,340 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $603,326 | 11,150 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $739,529 | 12,997 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $818,064 | 13,248 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $738,194 | 13,040 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $625,204 | 12,007 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $458,958 | 11,094 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $396,341 | 9,641 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $275,948 | 7,581 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $285,241 | 7,832 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $249,086 | 6,443 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||