MONTGOMERY INVESTMENT MANAGEMENT INC
Position in RF — Regions Financial Corp
CIK 1272544
ROCKVILLE, MD
Position in RF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$268,749
+$36,464 QoQ
Shares Held
8,899
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#778
of 1,095 holders
Holding Since
Mar 2020
25 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, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $22,346,052 across 5 Banks - Regional names. RF ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
317,013 | $15,793,587 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
14,371 | $3,538,427 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
24,918 | $2,513,727 | |
| 4 | RF |
Regions Financial Corp
This page
|
8,899 | $268,749 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
5,473 | $231,562 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,749 | 8,899 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $232,285 | 8,893 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $240,864 | 8,888 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $234,244 | 8,883 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $208,810 | 8,878 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $255,850 | 10,878 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $253,783 | 10,878 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $217,995 | 10,878 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $228,873 | 10,878 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $724,812 | 37,400 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $643,280 | 37,400 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $702,108 | 39,400 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $740,544 | 39,900 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $860,244 | 39,900 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $810,828 | 40,400 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $757,500 | 40,400 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $899,304 | 40,400 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $893,669 | 40,994 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $968,539 | 45,450 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $917,181 | 45,450 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $938,997 | 45,450 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $732,654 | 45,450 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $524,038 | 45,450 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $743,438 | 66,856 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $723,663 | 80,676 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||