Position in RF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,884,117
+$254,882 QoQ
Shares Held
62,388
+0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#358
of 1,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $89,609,336 across 55 Banks - Regional names. RF ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
53,415 | $13,151,841 | |
| 2 | TFC |
Truist Financial Corp
|
205,565 | $10,241,248 | |
| 3 | CATY |
Cathay General Bancorp
|
127,894 | $7,928,149 | |
| 4 | NRIM |
Northrim Bancorp Inc
|
210,662 | $5,843,763 | |
| 5 | FHN |
First Horizon Corp
|
198,859 | $5,098,744 | |
| 6 | USB |
US Bancorp De
|
84,243 | $5,088,277 | |
| 7 | UCB |
United Community Banks Inc
|
112,521 | $3,948,361 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
32,292 | $3,257,616 |
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,884,117 | 62,388 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,629,235 | 62,375 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,639,197 | 60,487 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,368,681 | 51,903 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,110,472 | 47,214 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,137,891 | 52,365 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,130,276 | 48,056 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,156,187 | 49,558 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $915,486 | 45,683 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,202,540 | 57,155 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,236,462 | 63,801 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,045,294 | 60,773 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,110,202 | 62,301 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,185,742 | 63,887 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,335,382 | 61,938 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,131,727 | 56,389 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,037,662 | 55,342 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,265,236 | 56,839 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,249,881 | 57,334 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,178,357 | 55,296 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,255,841 | 62,232 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,285,113 | 62,203 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,123,209 | 69,678 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $802,995 | 69,644 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $715,149 | 64,312 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $576,726 | 64,295 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||