Position in RF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,082,759
+$114,285 QoQ
Shares Held
347,732
+5.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026Horizon Investments, LLC holds $106,973,359 across 54 Banks - Regional names. RF ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
293,363 | $15,257,809 | |
| 2 | KEY |
Keycorp /New/
|
533,426 | $10,695,191 | |
| 3 | MTB |
M&T Bank Corp
|
51,040 | $10,550,988 | |
| 4 | TFC |
Truist Financial Corp
|
223,531 | $10,275,720 | |
| 5 | RF |
Regions Financial Corp
This page
|
347,732 | $9,082,759 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
142,137 | $8,523,955 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
32,842 | $6,834,091 | |
| 8 | EWBC |
East West Bancorp Inc
|
35,223 | $3,760,407 |
All Filings in RF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,082,759 | 347,732 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,968,474 | 330,940 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,905,076 | 413,541 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,714,018 | 370,494 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $290,508 | 13,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $302,490 | 12,861 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $296,874 | 12,725 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $272,924 | 13,619 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $283,072 | 13,454 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $267,250 | 13,790 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $239,269 | 13,911 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $248,090 | 13,922 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $274,632 | 14,797 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $732,695 | 33,984 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $604,909 | 30,140 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $443,437 | 23,650 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $628,689 | 28,243 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $460,481 | 21,123 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $358,008 | 16,800 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $516,285 | 25,584 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $808,095 | 39,114 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $404,933 | 35,120 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $110,689 | 12,340 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||