Position in PB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,017,964
+$403,572 QoQ
Shares Held
68,711
+0.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#99
of 451 holders
Holding Since
Mar 2025
6 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, 2026Savvy Advisors, Inc. holds $50,217,949 across 14 Banks - Regional names. PB ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUSE |
First Busey Corp /Nv/
|
1,286,665 | $37,956,617 | |
| 2 | PB |
Prosperity Bancshares Inc
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|
68,711 | $5,017,964 | |
| 3 | USB |
US Bancorp De
|
30,348 | $1,833,019 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,291 | $1,056,530 | |
| 5 | TFC |
Truist Financial Corp
|
18,638 | $928,545 | |
| 6 | FITB |
Fifth Third Bancorp
|
15,669 | $883,261 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
12,581 | $881,550 | |
| 8 | GABC |
German American Bancorp, Inc.
|
7,558 | $358,702 |
All Filings in PB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,017,964 | 68,711 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,614,392 | 68,687 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,748,202 | 68,705 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,505,098 | 67,899 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,443,522 | 63,262 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,515,651 | 63,271 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||