Position in RF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,519,001
-$662,351 QoQ
Shares Held
708,997
+0.2% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.67756845233477.ToString("F0")%
Shared 0.7692557232259093.ToString("F0")%
None 0.5531758244393136.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026FIRST CITIZENS BANK & TRUST CO holds $183,926,505 across 26 Banks - Regional names. RF ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
76,638 | $144,436,572 | |
| 2 | RF |
Regions Financial Corp
This page
|
708,997 | $18,519,001 | |
| 3 | TFC |
Truist Financial Corp
|
100,815 | $4,634,464 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
29,745 | $2,562,233 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
10,378 | $2,159,558 | |
| 6 | EWBC |
East West Bancorp Inc
|
14,259 | $1,522,290 | |
| 7 | CBNK |
Capital Bancorp Inc
|
40,990 | $1,219,042 | |
| 8 | UCB |
United Community Banks Inc
|
26,072 | $821,007 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,519,001 | 708,997 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,181,352 | 707,799 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $18,204,371 | 690,344 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,196,083 | 646,092 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,336,446 | 567,715 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,745,957 | 541,920 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,498,941 | 621,472 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,904,111 | 444,317 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $9,289,622 | 441,522 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,642,979 | 342,775 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,088,429 | 412,118 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,953,315 | 446,314 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,842,087 | 368,647 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,457,435 | 299,510 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,402,863 | 269,201 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,422,499 | 289,200 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $6,587,245 | 295,923 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,520,902 | 299,124 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $6,402,227 | 300,433 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,600,817 | 277,543 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $6,052,222 | 292,944 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,758,014 | 357,197 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,759,955 | 326,102 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $3,875,531 | 348,519 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,619,416 | 180,537 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||