Position in RBKB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$173,099
+$18,900 QoQ
Shares Held
13,970
0.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#17
of 47 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RBKB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Focused Wealth Management, Inc holds $1,446,062 across 5 Banks - Regional names. RBKB ranks #5 (12.0% of the industry book) .
All Filings in RBKB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,099 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $154,199 | 10,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $120,200 | 10,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $113,599 | 10,000 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $117,300 | 10,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $98,400 | 10,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $96,700 | 10,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $92,499 | 10,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $78,599 | 10,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $84,500 | 10,000 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $80,499 | 10,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $67,719 | 10,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $67,300 | 10,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $76,499 | 10,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $91,099 | 10,000 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $97,499 | 10,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $92,499 | 10,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $101,599 | 10,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $106,599 | 10,000 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $108,999 | 10,000 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $109,499 | 10,000 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $103,499 | 10,000 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $85,500 | 10,000 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $63,200 | 10,000 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||