UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in RF — Regions Financial Corp
CIK 1463217
IRVING, TX
Position in RF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,179,987
+$283,911 QoQ
Shares Held
72,185
-0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#341
of 1,102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $62,351,813 across 60 Banks - Regional names. RF ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
64,910 | $6,318,988 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
18,337 | $4,514,936 | |
| 3 | USB |
US Bancorp \De\
|
69,476 | $4,196,350 | |
| 4 | FITB |
Fifth Third Bancorp
|
73,291 | $4,131,413 | |
| 5 | TFC |
Truist Financial Corp
|
64,617 | $3,219,218 | |
| 6 | MTB |
M&T Bank Corp
|
11,256 | $2,679,040 | |
| 7 | RF |
Regions Financial Corp
This page
|
72,185 | $2,179,987 | |
| 8 | HDB |
Hdfc Bank Ltd
|
80,347 | $2,075,363 |
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,179,987 | 72,185 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,896,076 | 72,591 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,831,065 | 67,567 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,756,004 | 66,591 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,585,318 | 67,403 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,518,666 | 69,888 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,623,209 | 69,014 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,617,912 | 69,349 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,373,080 | 68,517 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,434,465 | 68,178 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,240,164 | 63,992 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,180,178 | 68,615 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,361,768 | 76,418 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,605,755 | 86,517 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $2,278,913 | 105,701 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,630,835 | 131,083 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,503,875 | 133,540 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,997,420 | 134,655 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,034,778 | 139,210 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,759,616 | 176,425 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,590,163 | 177,907 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,834,062 | 185,579 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,288,560 | 204,005 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $2,046,551 | 177,498 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,122,630 | 190,884 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,739,372 | 193,910 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||