Position in RF
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,033,098
-$29,980 QoQ
Shares Held
39,552
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026J.W. COLE ADVISORS, INC. holds $7,980,566 across 14 Banks - Regional names. RF ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
48,481 | $2,228,671 | |
| 2 | IBN |
Icici Bank Ltd
|
63,841 | $1,653,481 | |
| 3 | RF |
Regions Financial Corp
This page
|
39,552 | $1,033,098 | |
| 4 | BOH |
Bank Of Hawaii Corp
|
6,615 | $491,163 | |
| 5 | FHB |
First Hawaiian, Inc.
|
17,252 | $425,089 | |
| 6 | AX |
Axos Financial, Inc.
|
4,315 | $367,163 | |
| 7 | SSB |
SouthState Bank Corp
|
3,433 | $317,621 | |
| 8 | MTB |
M&T Bank Corp
|
1,200 | $248,064 |
All Filings in RF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,033,098 | 39,552 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,063,078 | 39,228 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,062,262 | 40,283 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $940,235 | 39,976 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $809,442 | 37,250 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $761,177 | 32,363 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $564,306 | 24,188 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $496,911 | 24,796 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $533,553 | 25,359 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $463,569 | 23,920 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $406,487 | 23,633 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $476,025 | 26,713 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $550,248 | 29,647 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $634,834 | 29,445 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $582,451 | 29,021 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $543,206 | 28,971 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $723,917 | 32,521 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $884,447 | 40,571 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $854,147 | 40,082 | Shares | Sole | 2021-10-26 | |
| 2020-09-30 | $183,407 | 15,907 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||