Position in BFC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$668,547
+$65,538 QoQ
Shares Held
4,950
0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Regal Investment Advisors LLC holds $2,327,572 across 6 Banks - Regional names. BFC ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
This page
|
4,950 | $668,547 | |
| 2 | MBWM |
Mercantile Bank Corp
|
10,560 | $533,280 | |
| 3 | FITB |
Fifth Third Bancorp
|
10,370 | $481,790 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
17,968 | $281,199 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
4,186 | $251,034 | |
| 6 | NEWT |
NewtekOne, Inc.
|
10,203 | $111,722 |
All Filings in BFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $668,547 | 4,950 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $603,009 | 4,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $600,484 | 4,950 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $582,367 | 4,950 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $498,663 | 4,950 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $490,495 | 4,950 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $448,965 | 4,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $408,820 | 4,950 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $429,016 | 4,950 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $428,967 | 4,950 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||