Position in RF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$158,821
+$404 QoQ
Shares Held
5,259
-13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 1,096 holders
Holding Since
Jun 2020
18 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, 2026MATHER GROUP, LLC. holds $8,017,800 across 54 Banks - Regional names. RF ranks #14 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,299 | $1,304,719 | |
| 2 | USB |
US Bancorp De
|
15,189 | $917,415 | |
| 3 | TFC |
Truist Financial Corp
|
16,167 | $805,439 | |
| 4 | MTB |
M&T Bank Corp
|
3,072 | $731,166 | |
| 5 | FITB |
Fifth Third Bancorp
|
11,497 | $648,085 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
7,629 | $534,564 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,046 | $487,512 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
23,268 | $412,541 |
All Filings in RF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,821 | 5,259 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $158,417 | 6,065 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $134,856 | 5,114 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $107,932 | 4,967 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $123,103 | 5,234 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $93,156 | 3,993 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $72,224 | 3,604 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $52,242 | 2,483 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $255,823 | 14,356 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $260,860 | 14,055 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $306,496 | 14,216 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $280,498 | 13,976 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $288,431 | 15,383 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $362,726 | 16,295 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $252,630 | 12,228 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $387,057 | 24,011 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $275,693 | 23,911 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $262,721 | 23,626 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||