Position in PB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$246,695
-$76,776 QoQ
Shares Held
3,378
-29.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#330
of 451 holders
Holding Since
Sep 2025
4 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, 2026waypoint wealth counsel holds $1,392,002 across 4 Banks - Regional names. PB ranks #3 (17.7% of the industry book) .
All Filings in PB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,695 | 3,378 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $323,471 | 4,815 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $391,369 | 5,663 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $298,309 | 4,496 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||