Position in LNKB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$41,182
+$395 QoQ
Shares Held
4,938
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNKB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Heritage Wealth Advisors holds $3,914,246 across 13 Banks - Regional names. LNKB ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,076 | $1,658,413 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,089 | $753,720 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,292 | $550,554 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,915 | $398,492 | |
| 5 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $304,869 | |
| 6 | RF |
Regions Financial Corp
|
3,437 | $89,774 | |
| 7 | CHCO |
City Holding Co
|
415 | $49,600 | |
| 8 | LNKB |
LINKBANCORP, Inc.
This page
|
4,938 | $41,182 |
All Filings in LNKB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,182 | 4,938 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,787 | 4,938 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,207 | 4,938 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $36,096 | 4,938 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $33,479 | 4,938 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $36,936 | 4,938 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $31,652 | 4,938 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,220 | 4,938 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $34,269 | 4,938 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $39,355 | 4,938 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||