Position in KB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,582,296
+$414,189 QoQ
Shares Held
53,185
+2.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 362 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,973 across 105 Banks - Regional names. KB ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in KB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,582,296 | 53,185 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,168,107 | 51,821 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,147,040 | 48,199 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,673,824 | 44,311 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,145,025 | 62,296 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,894,505 | 53,493 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,103,552 | 54,544 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,403,164 | 55,112 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,160,649 | 55,832 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,072,809 | 78,218 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,085,787 | 74,590 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $3,036,341 | 73,859 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,200,342 | 60,449 | Shares | Defined | 2023-08-02 | |
| 2022-12-31 | $724,178 | 18,732 | Shares | Defined | 2023-02-01 | |
| 2021-03-31 | $12,356 | 250 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,841 | 97 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,115 | 97 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,698 | 97 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,419 | 89 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||