Position in PBFS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$188,469
+$35,029 QoQ
Shares Held
11,041
+0.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 79 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. PBFS ranks #125 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
638,779 | $11,325,551 | |
| 2 | USB |
US Bancorp \De\
|
162,867 | $9,837,166 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
99,262 | $6,867,937 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
24,717 | $6,085,819 | |
| 5 | WAL |
Western Alliance Bancorporation
|
65,552 | $5,388,374 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
58,388 | $4,091,247 | |
| 7 | TFC |
Truist Financial Corp
|
73,813 | $3,677,363 | |
| 8 | IBN |
Icici Bank Ltd
|
107,529 | $3,121,566 |
All Filings in PBFS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,469 | 11,041 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $153,440 | 11,023 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $147,835 | 10,967 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $143,229 | 10,967 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $131,933 | 10,967 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $128,423 | 10,967 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $126,339 | 10,967 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $120,307 | 10,967 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $109,779 | 10,967 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $107,586 | 10,967 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $109,779 | 10,967 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $93,658 | 10,967 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $98,154 | 10,967 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $108,134 | 10,967 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $125,023 | 10,967 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||