Position in PB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,341,049
+$2,895,657 QoQ
Shares Held
45,749
+595.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#118
of 451 holders
Holding Since
Sep 2023
3 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, 20261900 WEALTH MANAGEMENT LLC holds $6,606,372 across 5 Banks - Regional names. PB ranks #1 (50.6% of the industry book) .
All Filings in PB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,341,049 | 45,749 | Shares | Sole | 2026-08-04 | |
| 2023-12-31 | $445,392 | 6,576 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $850,138 | 15,576 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||