Position in KB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,253
+$162 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#343
of 362 holders
Holding Since
Dec 2025
3 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, 2026Basepoint Wealth LLC holds $1,379,720 across 12 Banks - Regional names. KB ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTBA |
West Bancorporation Inc
|
35,164 | $932,900 | |
| 2 | USB |
US Bancorp \De\
|
3,610 | $218,044 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
504 | $124,094 | |
| 4 | WTFC |
Wintrust Financial Corp
|
136 | $21,857 | |
| 5 | ALRS |
Alerus Financial Corp
|
685 | $21,303 | |
| 6 | TFC |
Truist Financial Corp
|
379 | $18,881 | |
| 7 | FITB |
Fifth Third Bancorp
|
241 | $13,585 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
5 | $10,403 |
All Filings in KB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,253 | 31 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,091 | 31 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,581 | 30 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||