Position in PB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,988,752
+$158,433 QoQ
Shares Held
27,232
-0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#159
of 453 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026World Investment Advisors holds $31,078,811 across 32 Banks - Regional names. PB ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
52,329 | $4,380,983 | |
| 2 | USB |
US Bancorp De
|
56,433 | $3,408,553 | |
| 3 | VLY |
Valley National Bancorp
|
148,575 | $2,176,623 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
40,398 | $2,083,728 | |
| 5 | PB |
Prosperity Bancshares Inc
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|
27,232 | $1,988,752 | |
| 6 | FITB |
Fifth Third Bancorp
|
33,305 | $1,877,402 | |
| 7 | FHN |
First Horizon Corp
|
68,798 | $1,763,980 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
6,653 | $1,638,101 |
All Filings in PB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,988,752 | 27,232 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,830,319 | 27,245 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,883,731 | 27,257 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $1,873,259 | 28,233 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,983,085 | 28,233 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,907,934 | 26,733 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,014,331 | 26,733 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,005,924 | 27,833 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,701,709 | 27,833 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,738,762 | 26,433 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||