Position in PB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,774
+$1,264 QoQ
Shares Held
216
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 451 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $43,554,710 across 8 Banks - Regional names. PB ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
449,107 | $31,468,926 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
25,113 | $6,183,322 | |
| 3 | USB |
US Bancorp De
|
92,049 | $5,559,758 | |
| 4 | VLY |
Valley National Bancorp
|
19,191 | $281,147 | |
| 5 | TFC |
Truist Financial Corp
|
619 | $30,838 | |
| 6 | PB |
Prosperity Bancshares Inc
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|
216 | $15,774 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
655 | $11,613 | |
| 8 | MTB |
M&T Bank Corp
|
14 | $3,332 |
All Filings in PB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,774 | 216 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $14,510 | 216 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,927 | 216 | Shares | Sole | 2026-02-04 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $20,319 | 300 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,261,506 | 224,652 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $13,110,362 | 232,124 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $14,337,112 | 233,048 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $17,001,814 | 233,927 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $15,675,267 | 235,082 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $16,201,152 | 237,310 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $16,343,985 | 235,572 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $16,781,841 | 232,114 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $16,629,269 | 233,787 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $16,703,264 | 232,636 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $17,628,581 | 235,393 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $16,332,199 | 235,470 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $12,607,750 | 243,252 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,137,665 | 238,088 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||