Position in RF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,526,169
+$210,161 QoQ
Shares Held
83,648
-5.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#316
of 1,095 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FOSTER & MOTLEY INC holds $10,139,949 across 8 Banks - Regional names. RF ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
49,131 | $2,967,512 | |
| 2 | RF |
Regions Financial Corp
This page
|
83,648 | $2,526,169 | |
| 3 | OZK |
Bank OZK
|
20,262 | $1,055,447 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
52,254 | $926,463 | |
| 5 | FITB |
Fifth Third Bancorp
|
15,276 | $861,108 | |
| 6 | BPOP |
Popular, Inc.
|
4,751 | $780,019 | |
| 7 | TFC |
Truist Financial Corp
|
13,748 | $684,925 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,374 | $338,306 |
All Filings in RF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,526,169 | 83,648 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,316,008 | 88,668 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,487,536 | 91,791 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,548,238 | 96,634 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,271,161 | 96,563 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,875,733 | 86,320 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,940,094 | 82,487 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,144,633 | 91,926 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,183,678 | 108,966 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,655,774 | 126,225 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,224,560 | 166,386 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,536,165 | 205,591 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,900,940 | 218,908 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,963,723 | 267,442 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,604,871 | 213,584 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,183,724 | 158,631 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,513,650 | 80,728 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $636,457 | 28,592 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $643,274 | 29,508 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $400,777 | 18,807 | Shares | Sole | 2021-10-29 | |
| 2020-03-31 | $109,146 | 12,168 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||