Position in TBBK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,753
+$518 QoQ
Shares Held
28
+21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 287 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TBBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $6,216,757 across 117 Banks - Regional names. TBBK ranks #88 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,119 | $2,491,500 | |
| 2 | FNB |
Fnb Corp/Pa/
|
51,911 | $990,461 | |
| 3 | USB |
US Bancorp \De\
|
12,220 | $738,088 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,365 | $584,275 | |
| 5 | MTB |
M&T Bank Corp
|
1,093 | $260,144 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
8,555 | $151,680 | |
| 7 | CHMG |
Chemung Financial Corp
|
1,800 | $134,244 | |
| 8 | IBN |
Icici Bank Ltd
|
2,249 | $65,288 |
All Filings in TBBK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,753 | 28 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,235 | 23 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,620 | 24 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,273 | 17 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $968 | 17 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $739 | 14 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $263 | 5 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $160 | 3 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $113 | 3 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $133 | 4 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $154 | 4 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||