Position in KB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,411,816
+$119,317 QoQ
Shares Held
13,451
+3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#123
of 363 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $28,976,997 across 37 Banks - Regional names. KB ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
415,779 | $2,423,990 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
240,425 | $2,303,270 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,573 | $2,110,844 | |
| 4 | USB |
US Bancorp De
|
25,986 | $1,569,554 | |
| 5 | KB |
KB Financial Group Inc.
This page
|
13,451 | $1,411,816 | |
| 6 | NWG |
NatWest Group plc
|
77,411 | $1,364,755 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
39,731 | $1,341,317 | |
| 8 | TFC |
Truist Financial Corp
|
26,134 | $1,301,995 |
All Filings in KB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,411,816 | 13,451 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,292,499 | 12,960 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,078,768 | 12,538 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $997,407 | 12,030 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $934,092 | 11,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $479,522 | 8,862 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $605,472 | 10,641 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $711,607 | 11,524 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $547,531 | 9,672 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $453,998 | 8,719 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $334,848 | 8,094 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||