Position in RF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$72,620,943
+$40,040,161 QoQ
Shares Held
2,404,667
+92.8% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#48
of 1,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,299,237,906 across 175 Banks - Regional names. RF ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp De
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
This page
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,620,943 | 2,404,667 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $32,580,782 | 1,247,350 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $33,123,381 | 1,222,265 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $30,399,599 | 1,152,810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,684,851 | 1,007,009 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,214,673 | 976,285 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $22,094,123 | 939,376 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $21,065,543 | 902,938 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,019,150 | 849,259 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $15,099,776 | 717,670 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,542,267 | 750,375 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,018,845 | 582,491 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,682,260 | 487,220 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,620,841 | 464,485 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,365,556 | 434,395 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,696,102 | 383,463 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,479,037 | 398,882 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,568,199 | 339,991 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,933,927 | 639,171 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,266,746 | 669,486 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,340,110 | 512,394 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,994,576 | 580,570 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,299,721 | 763,010 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,846,969 | 767,300 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $8,467,913 | 761,503 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,793,011 | 534,338 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||