Position in RF
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$52,240
-$12,440 QoQ
Shares Held
2,000
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Derivatives in RF
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$182,840
PutShares
7,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Focused Wealth Management, Inc holds $1,446,062 across 5 Banks - Regional names.
All Filings in RF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $182,840 | 7,000 | Put | Sole | 2026-04-20 | |
| 2026-03-31 | $52,240 | 2,000 | Shares | Sole | 2026-04-20 | |
| 2022-12-31 | $64,680 | 3,000 | Shares | Sole | 2023-01-13 | |
| 2021-12-31 | $154,780 | 7,100 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $151,301 | 7,100 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $143,278 | 7,100 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $146,686 | 7,100 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $140,244 | 8,700 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $100,311 | 8,700 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $96,744 | 8,700 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $78,039 | 8,700 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||