Position in KRNY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$182,795
+$38,976 QoQ
Shares Held
19,323
+1.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#95
of 169 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KRNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $35,450,594 across 29 Banks - Regional names. KRNY ranks #28 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
52,307 | $7,759,743 | |
| 2 | VLY |
Valley National Bancorp
|
362,212 | $5,306,405 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
16,990 | $4,183,277 | |
| 4 | PRK |
Park National Corp /Oh/
|
15,970 | $2,922,350 | |
| 5 | USB |
US Bancorp \De\
|
40,474 | $2,444,629 | |
| 6 | TFC |
Truist Financial Corp
|
47,255 | $2,354,244 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
88,380 | $1,566,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
25,576 | $1,441,719 |
All Filings in KRNY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,795 | 19,323 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $143,819 | 19,049 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $140,626 | 18,978 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $124,087 | 18,887 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $88,385 | 13,682 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $85,749 | 13,698 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $96,974 | 13,697 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $99,051 | 14,418 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $83,443 | 13,568 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $87,377 | 13,568 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $121,704 | 13,568 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $94,026 | 13,568 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $95,654 | 13,568 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $110,172 | 13,568 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $137,715 | 13,568 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $144,092 | 13,568 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $150,740 | 13,568 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $285,868 | 21,575 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $268,177 | 21,575 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $257,821 | 21,575 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||