Position in KB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$225,139
+$11,917 QoQ
Shares Held
2,145
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#255
of 362 holders
Holding Since
Mar 2026
2 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, 2026CogentBlue Wealth Advisors, LLC holds $988,645 across 4 Banks - Regional names. KB ranks #3 (22.8% of the industry book) .
All Filings in KB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,139 | 2,145 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $213,222 | 2,138 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||