Position in PB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$202,439
-$6,431 QoQ
Shares Held
2,772
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#357
of 451 holders
Holding Since
Dec 2024
2 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, 2026Lakeridge Wealth Management LLC holds $810,848 across 2 Banks - Regional names. PB ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,471 | $608,409 | |
| 2 | PB |
Prosperity Bancshares Inc
This page
|
2,772 | $202,439 |
All Filings in PB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,439 | 2,772 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $208,870 | 2,772 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||