Position in PB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$215,438
-$63,359 QoQ
Shares Held
2,950
-28.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#342
of 451 holders
Holding Since
Sep 2022
16 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, 2026Canvas Wealth Advisors, LLC holds $1,966,458 across 6 Banks - Regional names. PB ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUSE |
First Busey Corp /Nv/
|
26,555 | $783,372 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,432 | $352,587 | |
| 3 | USB |
US Bancorp \De\
|
4,493 | $271,377 | |
| 4 | PB |
Prosperity Bancshares Inc
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|
2,950 | $215,438 | |
| 5 | NU |
Nu Holdings Ltd.
|
14,683 | $196,164 | |
| 6 | CFFN |
Capitol Federal Financial, Inc.
|
17,335 | $147,520 |
All Filings in PB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,438 | 2,950 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $278,797 | 4,150 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $286,806 | 4,150 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $275,352 | 4,150 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $291,496 | 4,150 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $314,028 | 4,400 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $331,540 | 4,400 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $317,108 | 4,400 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $305,700 | 5,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $328,900 | 5,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $338,650 | 5,000 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $272,900 | 5,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $282,400 | 5,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $353,740 | 5,750 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $490,590 | 6,750 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $480,096 | 7,200 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||