Position in KB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$49,646
+$2,474 QoQ
Shares Held
473
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#292
of 361 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $1,455,517 across 54 Banks - Regional names. KB ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
3,755 | $226,802 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
844 | $207,809 | |
| 3 | TFC |
Truist Financial Corp
|
2,997 | $149,310 | |
| 4 | NWG |
NatWest Group plc
|
7,240 | $127,641 | |
| 5 | LYG |
Lloyds Banking Group plc
|
19,264 | $112,309 | |
| 6 | BPOP |
Popular, Inc.
|
452 | $74,209 | |
| 7 | RF |
Regions Financial Corp
|
2,310 | $69,762 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
595 | $60,023 |
All Filings in KB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,646 | 473 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $47,172 | 473 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $42,589 | 495 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $42,698 | 515 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $39,725 | 481 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $50,105 | 926 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $21,792 | 383 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $20,192 | 327 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||