Position in RF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,806,088
+$718,753 QoQ
Shares Held
159,142
+1.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#231
of 1,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $37,859,058 across 63 Banks - Regional names. RF ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
49,629 | $7,085,035 | |
| 2 | USB |
US Bancorp De
|
94,709 | $5,720,423 | |
| 3 | RF |
Regions Financial Corp
This page
|
159,142 | $4,806,088 | |
| 4 | FNB |
Fnb Corp/Pa/
|
251,173 | $4,792,380 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
210,712 | $3,735,923 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
14,161 | $3,486,721 | |
| 7 | INDB |
Independent Bank Corp
|
36,112 | $3,023,296 | |
| 8 | TFC |
Truist Financial Corp
|
48,159 | $2,399,281 |
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,806,088 | 159,142 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,087,335 | 156,483 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,270,119 | 157,569 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,168,885 | 158,092 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,816,777 | 162,278 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,555,527 | 163,623 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,764,258 | 160,045 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,767,561 | 161,490 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,171,330 | 158,250 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,283,060 | 156,039 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,960,566 | 152,764 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,563,539 | 149,043 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,656,160 | 149,055 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,656,288 | 143,119 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,098,883 | 143,733 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,838,801 | 141,445 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,657,925 | 141,756 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,145,137 | 141,291 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,100,199 | 142,211 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,061,074 | 143,645 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,847,075 | 141,084 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,897,151 | 140,230 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,252,028 | 139,704 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,604,895 | 139,193 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,620,261 | 145,707 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,477,251 | 164,688 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||