Position in RF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$691,942
+$121,429 QoQ
Shares Held
22,912
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#550
of 1,094 holders
Holding Since
Sep 2024
7 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, 2026LVW Advisors, LLC holds $11,964,435 across 14 Banks - Regional names. RF ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
60,797 | $3,672,138 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,368 | $1,567,928 | |
| 3 | MTB |
M&T Bank Corp
|
4,991 | $1,187,907 | |
| 4 | NWG |
NatWest Group plc
|
47,857 | $843,718 | |
| 5 | TFC |
Truist Financial Corp
|
16,631 | $828,556 | |
| 6 | RF |
Regions Financial Corp
This page
|
22,912 | $691,942 | |
| 7 | LYG |
Lloyds Banking Group plc
|
84,234 | $491,084 | |
| 8 | BAP |
Credicorp Ltd
|
1,257 | $489,702 |
All Filings in RF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,942 | 22,912 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $570,513 | 21,842 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $498,423 | 18,392 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $377,750 | 14,325 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $268,080 | 11,398 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $203,448 | 8,650 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $214,985 | 9,215 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||