Position in RF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$906,120
+$90,759 QoQ
Shares Held
30,004
-3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#492
of 1,095 holders
Holding Since
Sep 2022
16 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 Jun 30, 2026Capital Investment Advisors, LLC holds $7,953,686 across 11 Banks - Regional names. RF ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
51,430 | $2,562,242 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,939 | $969,860 | |
| 3 | RF |
Regions Financial Corp
This page
|
30,004 | $906,120 | |
| 4 | USB |
US Bancorp De
|
13,172 | $795,588 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
15,195 | $696,386 | |
| 6 | OZK |
Bank OZK
|
12,764 | $664,876 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,318 | $435,599 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
15,224 | $269,921 |
All Filings in RF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,120 | 30,004 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $815,361 | 31,216 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $779,260 | 28,755 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $735,195 | 27,880 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $732,600 | 31,148 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $640,057 | 29,455 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $636,945 | 27,081 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $614,208 | 26,327 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $513,525 | 25,625 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $508,642 | 24,175 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $422,639 | 21,808 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $247,404 | 14,384 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $274,053 | 15,379 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $266,874 | 14,379 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $314,021 | 14,565 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $285,836 | 14,242 | Shares | Sole | 2022-10-05 | |
| No filing history on record for this holder in this stock. | ||||||