Position in MBBC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$524,409
+$60,060 QoQ
Shares Held
34,320
0.0% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#6
of 12 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KLCM Advisors, Inc. holds $34,084,399 across 9 Banks - Regional names. MBBC ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
339,124 | $16,895,157 | |
| 2 | USB |
US Bancorp De
|
120,506 | $7,278,562 | |
| 3 | KEY |
Keycorp /New/
|
174,574 | $4,023,930 | |
| 4 | COSO |
CoastalSouth Bancshares, Inc.
|
107,617 | $2,889,516 | |
| 5 | ASB |
Associated Banc-Corp
|
40,149 | $1,235,384 | |
| 6 | UMBF |
Umb Financial Corp
|
4,939 | $705,091 | |
| 7 | MBBC |
Marathon Bancorp, Inc. /MD/
This page
|
34,320 | $524,409 | |
| 8 | FBIZ |
First Business Financial Services, Inc.
|
4,500 | $284,265 |
All Filings in MBBC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,409 | 34,320 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $464,349 | 34,320 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $417,331 | 34,320 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $357,957 | 34,320 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $341,827 | 34,320 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $335,251 | 25,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $350,000 | 25,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $225,001 | 25,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $224,750 | 25,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | — | 25,000 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $233,500 | 25,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | — | 25,000 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||