Position in RF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$640,906
-$242,255 QoQ
Shares Held
24,537
-24.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 99.80437706321067.ToString("F0")%
Shared 0.ToString("F0")%
None 0.19562293678933854.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Capital Wealth Planning, LLC holds $57,535,880 across 4 Banks - Regional names. RF ranks #4 (1.1% of the industry book) .
All Filings in RF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $640,906 | 24,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $883,161 | 32,589 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $991,221 | 37,589 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,163,981 | 49,489 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,075,395 | 49,489 | Shares | Sole | 2025-05-12 | |
| 2024-06-30 | $300,600 | 15,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $427,280 | 20,308 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $290,700 | 15,000 | Shares | Sole | 2024-02-08 | |
| 2022-06-30 | $215,625 | 11,500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $255,990 | 11,500 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $250,700 | 11,500 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $245,065 | 11,500 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $232,070 | 11,500 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $249,986 | 12,100 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $378,820 | 23,500 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $328,639 | 28,503 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $316,953 | 28,503 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $309,465 | 34,500 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||