Position in KB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,249,863
+$301,531 QoQ
Shares Held
11,908
+25.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#132
of 362 holders
Holding Since
Mar 2021
19 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, 2026PDS Planning, Inc holds $13,284,176 across 24 Banks - Regional names. KB ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
126,637 | $2,245,274 | |
| 2 | KB |
KB Financial Group Inc.
This page
|
11,908 | $1,249,863 | |
| 3 | SHG |
Shinhan Financial Group Co Ltd
|
19,494 | $1,232,995 | |
| 4 | IBN |
Icici Bank Ltd
|
39,669 | $1,151,591 | |
| 5 | WF |
Woori Financial Group Inc.
|
18,515 | $1,062,761 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
78,912 | $755,976 | |
| 7 | USB |
US Bancorp \De\
|
9,314 | $562,565 | |
| 8 | FITB |
Fifth Third Bancorp
|
8,844 | $498,536 |
All Filings in KB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,249,863 | 11,908 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $948,332 | 9,509 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $764,379 | 8,884 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $692,630 | 8,354 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $691,526 | 8,373 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $434,178 | 8,024 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $441,145 | 7,753 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $480,106 | 7,775 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $445,181 | 7,864 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $443,376 | 8,515 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $363,311 | 8,782 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $354,697 | 8,628 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $297,824 | 8,182 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $311,063 | 8,541 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $265,146 | 5,430 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $234,400 | 5,078 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $262,355 | 5,653 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $260,698 | 5,288 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $207,408 | 4,196 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||