Position in RF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$259,293
-$316,446 QoQ
Shares Held
9,927
-53.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 88.90903596252645.ToString("F0")%
Shared 0.ToString("F0")%
None 11.090964037473556.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CapWealth Advisors, LLC holds $19,042,957 across 5 Banks - Regional names. RF ranks #4 (1.4% of the industry book) .
All Filings in RF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,293 | 9,927 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $575,739 | 21,245 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $557,356 | 21,136 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $370,581 | 15,756 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $342,377 | 15,756 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $355,528 | 15,116 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $317,871 | 13,625 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $273,045 | 13,625 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $291,088 | 13,835 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $787,079 | 40,613 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $698,543 | 40,613 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $582,856 | 32,708 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $607,060 | 32,708 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $951,809 | 44,147 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $896,065 | 44,647 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $864,431 | 46,103 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,029,346 | 46,242 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,490,596 | 68,376 | Shares | Sole | 2022-02-10 | |
| 2020-03-31 | $145,026 | 16,168 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||