Position in RF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,004,784
+$131,593 QoQ
Shares Held
33,271
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#465
of 1,079 holders
Holding Since
Mar 2020
19 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, 2026Prospera Financial Services Inc holds $30,295,865 across 24 Banks - Regional names. RF ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
50,411 | $12,412,196 | |
| 2 | USB |
US Bancorp De
|
71,690 | $4,330,076 | |
| 3 | TFC |
Truist Financial Corp
|
30,475 | $1,518,264 | |
| 4 | FITB |
Fifth Third Bancorp
|
25,784 | $1,453,444 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
42,293 | $1,427,811 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
108,831 | $1,042,600 | |
| 7 | RF |
Regions Financial Corp
This page
|
33,271 | $1,004,784 | |
| 8 | EWBC |
East West Bancorp Inc
|
5,344 | $689,856 |
All Filings in RF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,784 | 33,271 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $873,191 | 33,430 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $918,039 | 33,876 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $728,866 | 27,640 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $524,049 | 22,281 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $506,395 | 23,304 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $541,947 | 23,042 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $560,969 | 24,045 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $507,372 | 25,318 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $522,844 | 24,850 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $607,020 | 31,322 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $593,486 | 34,505 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $421,282 | 23,641 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $209,002 | 9,694 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $322,243 | 16,056 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $346,855 | 15,582 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $339,469 | 15,572 | Shares | Sole | 2022-02-10 | |
| 2020-09-30 | $18,517 | 1,606 | Shares | Sole | 2020-11-04 | |
| 2020-03-31 | $128,567 | 14,333 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||