Forvis Mazars Wealth Advisors, LLC
Position in RF — Regions Financial Corp
CIK 1352864
Springfield, MO
Position in RF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,008,529
+$136,252 QoQ
Shares Held
33,395
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#473
of 1,102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $8,482,604 across 15 Banks - Regional names. RF ranks #1 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
This page
|
33,395 | $1,008,529 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,592 | $884,422 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
13,805 | $797,238 | |
| 4 | QCRH |
Qcr Holdings Inc
|
7,672 | $746,869 | |
| 5 | LKFN |
Lakeland Financial Corp
|
11,722 | $723,481 | |
| 6 | FITB |
Fifth Third Bancorp
|
11,543 | $650,678 | |
| 7 | TFC |
Truist Financial Corp
|
12,011 | $598,388 | |
| 8 | USB |
US Bancorp \De\
|
9,906 | $598,322 |
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,529 | 33,395 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $872,277 | 33,395 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $905,031 | 33,396 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $824,194 | 31,255 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $600,559 | 25,534 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $550,790 | 25,347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $617,917 | 26,272 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $637,118 | 27,309 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $527,933 | 26,344 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $554,277 | 26,344 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $510,546 | 26,344 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $453,116 | 26,344 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $470,198 | 26,386 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $489,724 | 26,386 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $568,882 | 26,386 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $529,567 | 26,386 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $556,387 | 29,674 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $661,099 | 29,699 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $647,438 | 29,699 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $632,885 | 29,699 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $599,870 | 29,726 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $614,903 | 29,763 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $518,918 | 32,191 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $362,860 | 31,471 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $345,509 | 31,071 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $280,895 | 31,315 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||