Community Financial Services Group, LLC
Position in RF — Regions Financial Corp
CIK 1537319
NEWPORT, VT
Position in RF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$661,319
+$81,508 QoQ
Shares Held
21,898
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#158
of 414 holders
Holding Since
Mar 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, 2026Community Financial Services Group, LLC holds $38,672,286 across 10 Banks - Regional names. RF ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMTV |
Community Bancorp /Vt
|
696,493 | $27,232,876 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
39,907 | $9,825,900 | |
| 3 | RF |
Regions Financial Corp
This page
|
21,898 | $661,319 | |
| 4 | BHB |
Bar Harbor Bankshares
|
11,344 | $428,349 | |
| 5 | UNB |
Union Bankshares Inc
|
7,180 | $174,186 | |
| 6 | MTB |
M&T Bank Corp
|
500 | $119,005 | |
| 7 | EWBC |
East West Bancorp Inc
|
905 | $116,825 | |
| 8 | CBU |
Community Financial System, Inc.
|
1,389 | $93,229 |
All Filings in RF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,319 | 21,898 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $579,811 | 22,198 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $615,115 | 22,698 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $598,546 | 22,698 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $587,952 | 24,998 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $543,206 | 24,998 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $587,952 | 24,998 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $592,535 | 25,398 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $508,975 | 25,398 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $598,798 | 28,460 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $445,789 | 25,918 | Shares | Sole | 2023-11-07 | |
| 2021-12-31 | $696,466 | 31,948 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $680,811 | 31,948 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $721,394 | 35,748 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $738,553 | 35,748 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $624,617 | 38,748 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $446,764 | 38,748 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $430,877 | 38,748 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $347,569 | 38,748 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||