Position in LOB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$341,749
+$57,149 QoQ
Shares Held
8,368
-2.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#146
of 239 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $7,237,153 across 16 Banks - Regional names. LOB ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
18,012 | $1,087,924 | |
| 2 | IBN |
Icici Bank Ltd
|
32,192 | $934,533 | |
| 3 | LYG |
Lloyds Banking Group plc
|
120,012 | $699,669 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,627 | $646,819 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,123 | $602,843 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
252 | $524,359 | |
| 7 | LOB |
Live Oak Bancshares, Inc.
This page
|
8,368 | $341,749 | |
| 8 | FHN |
First Horizon Corp
|
12,749 | $326,884 |
All Filings in LOB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,749 | 8,368 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $284,600 | 8,606 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $232,309 | 6,763 | Shares | Defined | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||