Position in RF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$210,947
-$3,305 QoQ
Shares Held
6,985
-11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#846
of 1,096 holders
Holding Since
Dec 2021
5 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, 2026Modera Wealth Management, LLC holds $51,733,019 across 12 Banks - Regional names. RF ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
143,716 | $35,385,753 | |
| 2 | TFC |
Truist Financial Corp
|
220,034 | $10,962,093 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
72,198 | $1,280,070 | |
| 4 | WSFS |
Wsfs Financial Corp
|
10,373 | $795,920 | |
| 5 | FBNC |
First Bancorp /Nc/
|
12,351 | $789,599 | |
| 6 | USB |
US Bancorp \De\
|
10,965 | $662,286 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
|
8,200 | $589,252 | |
| 8 | FCF |
First Commonwealth Financial Corp /Pa/
|
16,833 | $342,214 |
All Filings in RF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,947 | 6,985 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $214,252 | 7,906 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $207,268 | 7,860 | Shares | Sole | 2025-10-31 | |
| 2023-12-31 | $213,761 | 11,030 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $248,018 | 11,377 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||