Position in KRNY
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$143,819
+$3,193 QoQ
Shares Held
19,049
+0.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KRNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026J.W. COLE ADVISORS, INC. holds $7,980,566 across 14 Banks - Regional names. KRNY ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
48,481 | $2,228,671 | |
| 2 | IBN |
Icici Bank Ltd
|
63,841 | $1,653,481 | |
| 3 | RF |
Regions Financial Corp
|
39,552 | $1,033,098 | |
| 4 | BOH |
Bank Of Hawaii Corp
|
6,615 | $491,163 | |
| 5 | FHB |
First Hawaiian, Inc.
|
17,252 | $425,089 | |
| 6 | AX |
Axos Financial, Inc.
|
4,315 | $367,163 | |
| 7 | SSB |
SouthState Bank Corp
|
3,433 | $317,621 | |
| 8 | MTB |
M&T Bank Corp
|
1,200 | $248,064 |
All Filings in KRNY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2022-03-31 | $174,755 | 13,568 | Shares | Sole | 2022-06-10 | |
| 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. | ||||||