Position in PB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$579,897
-$57,850 QoQ
Shares Held
8,632
-6.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Krilogy Financial LLC holds $13,157,324 across 23 Banks - Regional names. PB ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
15,398 | $3,204,169 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
25,014 | $1,500,089 | |
| 3 | USB |
US Bancorp De
|
19,701 | $1,024,649 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
10,816 | $931,690 | |
| 5 | BPOP |
Popular, Inc.
|
4,503 | $604,167 | |
| 6 | BOTJ |
Bank Of The James Financial Group Inc
|
28,900 | $595,340 | |
| 7 | PB |
Prosperity Bancshares Inc
This page
|
8,632 | $579,897 | |
| 8 | TCBK |
Trico Bancshares /
|
11,650 | $553,841 |
All Filings in PB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $579,897 | 8,632 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $637,747 | 9,228 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $526,951 | 7,942 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||