Position in SFBS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,889,603
-$114,521 QoQ
Shares Held
39,676
-5.2% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SFBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. SFBS ranks #45 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,940,887 | $227,132,575 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
940,439 | $195,695,951 | |
| 3 | USB |
US Bancorp De
|
3,087,669 | $160,589,664 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,838,548 | $44,423,276 | |
| 5 | FITB |
Fifth Third Bancorp
|
831,223 | $38,618,620 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
546,926 | $32,799,152 | |
| 7 | RF |
Regions Financial Corp
|
1,247,350 | $32,580,782 | |
| 8 | MTB |
M&T Bank Corp
|
134,213 | $27,744,511 |
All Filings in SFBS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,889,603 | 39,676 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,004,124 | 41,846 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,648,126 | 20,466 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,331,234 | 17,175 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,358,026 | 16,441 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,405,582 | 16,587 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,043,999 | 12,977 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,011,419 | 16,006 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $267,629 | 4,033 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $287,508 | 4,315 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,136,325 | 16,490 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,340,160 | 16,752 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,282,528 | 16,251 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,241,697 | 23,525 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,979,102 | 23,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,809,394 | 23,257 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,491,345 | 21,938 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,294,124 | 21,101 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||