Position in LOB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$542,600
+$249,468 QoQ
Shares Held
13,286
+49.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#125
of 239 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $8,834,363 across 16 Banks - Regional names. LOB ranks #8 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,318 | $1,555,617 | |
| 2 | USB |
US Bancorp \De\
|
18,788 | $1,134,795 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,995 | $907,415 | |
| 4 | WTFC |
Wintrust Financial Corp
|
5,389 | $866,120 | |
| 5 | TFC |
Truist Financial Corp
|
13,798 | $687,416 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
9,620 | $674,073 | |
| 7 | FBK |
FB Financial Corp
|
11,112 | $615,049 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
This page
|
13,286 | $542,600 |
All Filings in LOB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,600 | 13,286 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $293,132 | 8,864 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||