Position in KB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,233,310
+$1,207,276 QoQ
Shares Held
135,607
+3.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#30
of 362 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ADVISORY RESEARCH INC holds $33,725,378 across 8 Banks - Regional names. KB ranks #1 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
This page
|
135,607 | $14,233,310 | |
| 2 | NIC |
Nicolet Bankshares Inc
|
35,434 | $5,860,428 | |
| 3 | SSB |
SouthState Bank Corp
|
46,447 | $4,640,054 | |
| 4 | FRME |
First Merchants Corp
|
65,315 | $2,853,612 | |
| 5 | WAL |
Western Alliance Bancorporation
|
26,098 | $2,145,255 | |
| 6 | AX |
Axos Financial, Inc.
|
17,011 | $1,656,701 | |
| 7 | SYBT |
Stock Yards Bancorp, Inc.
|
18,582 | $1,420,965 | |
| 8 | WBS |
Webster Financial Corp
|
11,974 | $915,053 |
All Filings in KB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,233,310 | 135,607 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,026,034 | 130,613 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,498,944 | 122,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,991,484 | 120,510 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,074,411 | 97,765 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,015,888 | 92,698 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,893,417 | 103,575 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,476,463 | 104,882 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,046,966 | 106,818 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,942,818 | 190,951 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,910,573 | 142,871 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,052,584 | 171,554 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,334,128 | 146,542 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,721,177 | 102,174 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,263,554 | 239,616 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,504,106 | 248,975 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,544,664 | 256,577 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $12,382,653 | 253,587 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,076,517 | 261,623 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,335,035 | 265,784 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,347,777 | 270,746 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,695,169 | 216,370 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $17,155,986 | 433,232 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||