Position in PBFS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$356,592
New position
Shares Held
20,890
first reported quarter
Ownership
0.084%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#25
of 79 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 64%
Shared 0%
None 36%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EQUITABLE TRUST CO holds $26,094,171 across 24 Banks - Regional names. PBFS ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
92,507 | $4,608,698 | |
| 2 | IBN |
Icici Bank Ltd
|
87,869 | $2,550,836 | |
| 3 | NU |
Nu Holdings Ltd.
|
179,422 | $2,397,077 | |
| 4 | LYG |
Lloyds Banking Group plc
|
379,030 | $2,209,744 | |
| 5 | RF |
Regions Financial Corp
|
64,167 | $1,937,843 | |
| 6 | ONB |
Old National Bancorp /In/
|
56,559 | $1,464,878 | |
| 7 | USB |
US Bancorp \De\
|
23,988 | $1,448,874 | |
| 8 | KEY |
Keycorp /New/
|
62,622 | $1,443,436 |
All Filings in PBFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,592 | 20,890 | Shares | Defined | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||