Position in RF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,351,354
+$2,948,192 QoQ
Shares Held
110,972
+619.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#279
of 1,095 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,110,601 across 57 Banks - Regional names. RF ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
132,350 | $7,993,940 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,716 | $5,346,913 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
149,708 | $4,798,141 | |
| 4 | RF |
Regions Financial Corp
This page
|
110,972 | $3,351,354 | |
| 5 | TFC |
Truist Financial Corp
|
52,597 | $2,620,382 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
776 | $1,614,693 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
48,830 | $865,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
10,931 | $765,935 |
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,351,354 | 110,972 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $403,162 | 15,435 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $389,562 | 14,375 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $402,801 | 15,275 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $346,778 | 14,744 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $324,233 | 14,921 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $349,295 | 14,851 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $350,906 | 15,041 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $303,325 | 15,136 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $311,181 | 14,790 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $279,052 | 14,399 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $230,875 | 13,423 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $254,754 | 14,296 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $71,418 | 3,848 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $82,208 | 3,813 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $73,456 | 3,660 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $69,075 | 3,684 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $86,146 | 3,870 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,483,969 | 68,072 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,172,426 | 101,944 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,424,708 | 70,600 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,067,838 | 100,089 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,530,179 | 156,959 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,843,082 | 159,851 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,786,761 | 160,680 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $901,493 | 100,501 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||