Position in PEBO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$800,910
+$78,809 QoQ
Shares Held
24,366
+1.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PEBO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $98,320,214 across 39 Banks - Regional names. PEBO ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
116,306 | $24,202,115 | |
| 2 | USB |
US Bancorp De
|
450,642 | $23,437,890 | |
| 3 | CCB |
Coastal Financial Corp
|
125,539 | $9,553,517 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
206,905 | $5,675,404 | |
| 5 | GBCI |
Glacier Bancorp, Inc.
|
115,835 | $5,174,349 | |
| 6 | FLG |
Flagstar Bank, National Association
|
278,650 | $3,669,820 | |
| 7 | KEY |
Keycorp /New/
|
128,860 | $2,583,643 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
162,177 | $2,538,070 |
All Filings in PEBO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $800,910 | 24,366 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $722,101 | 24,046 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $730,466 | 24,357 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $691,333 | 22,637 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $723,704 | 24,400 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $760,845 | 24,009 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $720,986 | 23,961 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $700,050 | 23,335 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $679,549 | 22,950 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $404,714 | 11,988 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $293,265 | 11,555 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $293,324 | 11,048 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $273,928 | 10,638 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $295,438 | 10,458 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $292,308 | 10,104 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $242,645 | 9,122 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $287,707 | 9,189 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||