Position in MSBI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,687
+$5,015 QoQ
Shares Held
568
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 153 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MSBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. MSBI ranks #115 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
42,371 | $6,956,470 | |
| 2 | KB |
KB Financial Group Inc.
|
30,396 | $3,190,364 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
298,688 | $2,861,431 | |
| 4 | WF |
Woori Financial Group Inc.
|
49,721 | $2,853,985 | |
| 5 | TFC |
Truist Financial Corp
|
46,814 | $2,332,273 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
35,020 | $2,215,015 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
8,757 | $2,156,148 | |
| 8 | LYG |
Lloyds Banking Group plc
|
301,587 | $1,758,252 |
All Filings in MSBI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,687 | 568 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,672 | 568 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $12,278 | 580 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $12,889 | 752 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,358 | 829 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,735 | 335 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $22,252 | 912 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,410 | 912 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $20,656 | 912 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $22,918 | 912 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $27,036 | 981 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $19,882 | 968 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $19,272 | 968 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $22,683 | 1,059 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $35,803 | 1,345 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $34,317 | 1,456 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $36,612 | 1,523 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $48,138 | 1,668 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $37,061 | 1,495 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $29,824 | 1,206 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $34,860 | 1,327 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $29,681 | 1,070 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $17,816 | 997 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,325 | 181 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,724 | 316 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||