Position in RF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$511,346
+$100,427 QoQ
Shares Held
16,932
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#611
of 1,095 holders
Holding Since
Jun 2020
19 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, 2026B. Riley Wealth Advisors, Inc. holds $4,407,479 across 9 Banks - Regional names. RF ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
19,296 | $1,165,478 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,845 | $700,495 | |
| 3 | SFNC |
Simmons First National Corp
|
26,496 | $600,134 | |
| 4 | KEY |
Keycorp /New/
|
22,502 | $518,671 | |
| 5 | RF |
Regions Financial Corp
This page
|
16,932 | $511,346 | |
| 6 | MTB |
M&T Bank Corp
|
1,725 | $410,567 | |
| 7 | TFC |
Truist Financial Corp
|
4,330 | $215,720 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
103 | $214,321 |
All Filings in RF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,346 | 16,932 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $410,919 | 15,732 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $502,000 | 18,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $466,959 | 17,708 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $413,481 | 17,580 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $475,339 | 20,210 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $402,045 | 17,233 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $333,645 | 16,649 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $341,710 | 16,241 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $341,901 | 17,642 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $279,345 | 16,241 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $342,019 | 19,193 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $369,269 | 19,896 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $321,696 | 14,921 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $273,513 | 13,628 | Shares | Other | 2022-11-22 | |
| 2022-03-31 | $239,940 | 10,779 | Shares | Other | 2022-05-02 | |
| 2021-03-31 | $243,788 | 11,800 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $175,901 | 10,912 | Shares | Other | 2021-02-04 | |
| 2020-06-30 | $114,624 | 10,308 | Shares | Other | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||