Position in SFST
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$397,632
New position
Shares Held
7,296
first reported quarter
Ownership
0.077%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Arkadios Wealth Advisors holds $29,861,841 across 31 Banks - Regional names. SFST ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
81,995 | $4,264,559 | |
| 2 | TFC |
Truist Financial Corp
|
88,707 | $4,077,860 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
16,947 | $3,526,501 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
81,499 | $3,375,688 | |
| 5 | GBCI |
Glacier Bancorp, Inc.
|
69,178 | $3,090,180 | |
| 6 | KEY |
Keycorp /New/
|
50,303 | $1,008,574 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
54,543 | $853,597 | |
| 8 | WBS |
Webster Financial Corp
|
10,659 | $739,947 |
All Filings in SFST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $397,632 | 7,296 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||