Position in KB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$248,926
New position
Shares Held
2,496
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Gateway Wealth Partners, LLC holds $5,503,593 across 11 Banks - Regional names. KB ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
60,414 | $1,578,013 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
10,428 | $625,367 | |
| 3 | FITB |
Fifth Third Bancorp
|
12,956 | $601,935 | |
| 4 | WTFC |
Wintrust Financial Corp
|
4,138 | $574,933 | |
| 5 | NWFL |
Norwood Financial Corp
|
17,622 | $518,439 | |
| 6 | TFC |
Truist Financial Corp
|
8,773 | $403,294 | |
| 7 | USB |
US Bancorp De
|
6,819 | $354,656 | |
| 8 | KB |
KB Financial Group Inc.
This page
|
2,496 | $248,926 |
All Filings in KB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,926 | 2,496 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||