Position in KB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,125
+$554 QoQ
Shares Held
106
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#324
of 362 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $671,219 across 30 Banks - Regional names. KB ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
5,038 | $421,781 | |
| 2 | USB |
US Bancorp \De\
|
1,141 | $68,916 | |
| 3 | MTB |
M&T Bank Corp
|
220 | $52,362 | |
| 4 | WBS |
Webster Financial Corp
|
441 | $33,701 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
100 | $24,622 | |
| 6 | BHB |
Bar Harbor Bankshares
|
595 | $22,467 | |
| 7 | KB |
KB Financial Group Inc.
This page
|
106 | $11,125 | |
| 8 | FNLC |
First Bancorp, Inc /ME/
|
300 | $10,446 |
All Filings in KB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,125 | 106 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,571 | 106 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,120 | 106 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $8,788 | 106 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $8,754 | 106 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $5,735 | 106 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $6,031 | 106 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||