Position in KB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,833
+$141 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
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, 2026Bravera Wealth holds $1,195,285 across 12 Banks - Regional names. KB ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
8,313 | $502,105 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
12,509 | $221,784 | |
| 3 | FITB |
Fifth Third Bancorp
|
3,389 | $191,037 | |
| 4 | TFC |
Truist Financial Corp
|
2,846 | $141,787 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
409 | $100,703 | |
| 6 | NWG |
NatWest Group plc
|
593 | $10,454 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
5 | $10,403 | |
| 8 | WBS |
Webster Financial Corp
|
76 | $5,807 |
All Filings in KB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,833 | 27 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,692 | 27 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,323 | 27 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||