Position in SSB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$336,032
New position
Shares Held
3,632
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Platform Technology Partners holds $2,871,225 across 10 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,899 | $713,791 | |
| 2 | TFC |
Truist Financial Corp
|
7,730 | $385,108 | |
| 3 | USB |
US Bancorp \De\
|
5,191 | $313,536 | |
| 4 | 3,213 | $245,537 | |||
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
2,998 | $210,069 | |
| 6 | CNOB |
ConnectOne Bancorp, Inc.
|
6,274 | $209,802 | |
| 7 | NU |
Nu Holdings Ltd.
|
15,430 | $206,144 | |
| 8 | WTFC |
Wintrust Financial Corp
|
1,268 | $203,792 |
All Filings in SSB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,032 | 3,632 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||