Position in PB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$324,107
+$23,275 QoQ
Shares Held
4,438
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#303
of 451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sather Financial Group Inc holds $1,063,478 across 3 Banks - Regional names. PB ranks #2 (30.5% of the industry book) .
All Filings in PB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,107 | 4,438 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $300,832 | 4,478 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $302,563 | 4,378 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $290,480 | 4,378 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $307,510 | 4,378 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $312,457 | 4,378 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $329,882 | 4,378 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,155,065 | 16,027 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $979,890 | 16,027 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,152,926 | 17,527 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,187,103 | 17,527 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $956,623 | 17,527 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $331,989 | 5,878 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $361,614 | 5,878 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $427,213 | 5,878 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $391,945 | 5,878 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $421,772 | 6,178 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $491,071 | 7,078 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $656,339 | 9,078 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $859,108 | 12,078 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $939,000 | 13,078 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,300,240 | 17,362 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,029,718 | 14,846 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $769,468 | 14,846 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $420,291 | 7,078 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $412,199 | 8,543 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||