Position in PB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,308,843
-$628,896 QoQ
Shares Held
17,922
-37.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#182
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, 2026CFO4Life Group, LLC holds $2,581,845 across 5 Banks - Regional names. PB ranks #1 (50.7% of the industry book) .
All Filings in PB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,843 | 17,922 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,937,739 | 28,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,018,150 | 29,202 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,930,519 | 29,096 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,043,562 | 29,094 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,072,656 | 29,041 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,188,842 | 29,049 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,179,973 | 30,248 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,848,078 | 30,227 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,985,174 | 30,179 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,041,314 | 30,139 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,642,585 | 30,095 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,683,951 | 29,815 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,822,345 | 29,622 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,178,364 | 29,972 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,077,948 | 31,163 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,127,498 | 31,163 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,155,359 | 31,066 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,233,491 | 30,892 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,219,398 | 31,202 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,228,313 | 31,035 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,312,303 | 30,876 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,171,800 | 31,312 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,948,393 | 37,592 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,357,623 | 39,704 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,955,234 | 40,523 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||