Position in SRBK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,936
+$560 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 75 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026American Capital Advisory, LLC holds $879,245 across 36 Banks - Regional names. SRBK ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,832 | $291,852 | |
| 2 | TFC |
Truist Financial Corp
|
4,777 | $237,990 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,060 | $59,752 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
838 | $57,981 | |
| 5 | EWBC |
East West Bancorp Inc
|
432 | $55,766 | |
| 6 | KEY |
Keycorp /New/
|
1,991 | $45,892 | |
| 7 | MPB |
Mid Penn Bancorp Inc
|
852 | $29,683 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
1,400 | $27,916 |
All Filings in SRBK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,936 | 200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,376 | 200 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,148 | 200 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,018 | 200 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,350 | 100 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||