Position in RF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$198,081
+$9,025 QoQ
Shares Held
6,559
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#858
of 1,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $72,539,484 across 269 Banks - Regional names. RF ranks #39 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
229,948 | $11,456,009 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
29,556 | $7,277,278 | |
| 3 | TCBK |
Trico Bancshares /
|
129,979 | $6,999,369 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
204,688 | $6,560,250 | |
| 5 | USB |
US Bancorp De
|
107,349 | $6,483,879 | |
| 6 | MTB |
M&T Bank Corp
|
24,699 | $5,878,608 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,310 | $4,930,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,846 | $1,851,529 |
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,081 | 6,559 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $189,056 | 7,238 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $113,603 | 4,192 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $111,597 | 4,232 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $72,582 | 3,086 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $72,708 | 3,346 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $60,211 | 2,560 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $43,790 | 1,877 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $105,029 | 5,241 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $85,338 | 4,056 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $61,492 | 3,173 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $38,149 | 2,218 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $33,109 | 1,858 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $42,316 | 2,280 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $45,534 | 2,112 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $123,570 | 6,157 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,612 | 566 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,921 | 266 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $23,783 | 1,091 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,186 | 478 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,565 | 474 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $59,728 | 2,891 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,192 | 136 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,545 | 134 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,467 | 132 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,166 | 130 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||