Position in RF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,294,065
+$447,403 QoQ
Shares Held
109,075
+0.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#281
of 1,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Greenwich Wealth Management LLC holds $8,392,178 across 3 Banks - Regional names. RF ranks #2 (39.3% of the industry book) .
All Filings in RF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,294,065 | 109,075 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,846,662 | 108,984 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,942,734 | 108,588 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,876,386 | 109,078 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,581,555 | 109,760 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,370,112 | 109,071 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,565,349 | 109,071 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,555,358 | 109,531 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,201,955 | 109,878 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,320,880 | 110,308 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,141,722 | 110,512 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,885,894 | 109,645 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,960,734 | 110,030 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,014,372 | 108,533 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,353,079 | 109,141 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,207,278 | 109,979 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,056,631 | 109,687 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,441,632 | 109,687 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,389,280 | 109,600 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,349,725 | 110,264 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,218,851 | 109,953 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,271,608 | 109,952 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,780,502 | 110,453 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,295,107 | 112,325 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,244,761 | 111,939 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,000,451 | 111,533 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||