Position in RF
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$32,580,782
-$542,599 QoQ
Shares Held
1,247,350
+2.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 18.422094841063053.ToString("F0")%
Shared 0.ToString("F0")%
None 81.57790515893694.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. RF ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,940,887 | $227,132,575 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
940,439 | $195,695,951 | |
| 3 | USB |
US Bancorp De
|
3,087,669 | $160,589,664 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,838,548 | $44,423,276 | |
| 5 | FITB |
Fifth Third Bancorp
|
831,223 | $38,618,620 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
546,926 | $32,799,152 | |
| 7 | RF |
Regions Financial Corp
This page
|
1,247,350 | $32,580,782 | |
| 8 | MTB |
M&T Bank Corp
|
134,213 | $27,744,511 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||