Position in PB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$514,350
+$264,978 QoQ
Shares Held
7,043
+89.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#262
of 451 holders
Holding Since
Jun 2025
3 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $10,104,880 across 21 Banks - Regional names. PB ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,065 | $1,493,324 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
15,275 | $1,070,319 | |
| 3 | USB |
US Bancorp De
|
16,048 | $969,299 | |
| 4 | FITB |
Fifth Third Bancorp
|
13,460 | $758,740 | |
| 5 | PB |
Prosperity Bancshares Inc
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|
7,043 | $514,350 | |
| 6 | LYG |
Lloyds Banking Group plc
|
77,863 | $453,941 | |
| 7 | PGC |
Peapack Gladstone Financial Corp
|
9,365 | $443,245 | |
| 8 | TFC |
Truist Financial Corp
|
8,520 | $424,466 |
All Filings in PB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,350 | 7,043 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $249,372 | 3,712 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $208,121 | 2,963 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||