Position in RF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$553,988
+$169,920 QoQ
Shares Held
18,344
+24.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#600
of 1,094 holders
Holding Since
Mar 2023
14 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, 2026BIP Wealth, LLC holds $10,319,595 across 10 Banks - Regional names. RF ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
|
31,455 | $3,142,354 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,581 | $1,374,153 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,572 | $1,369,143 | |
| 4 | TFC |
Truist Financial Corp
|
25,129 | $1,251,926 | |
| 5 | ABCB |
Ameris Bancorp
|
11,361 | $1,025,443 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
21,648 | $992,127 | |
| 7 | RF |
Regions Financial Corp
This page
|
18,344 | $553,988 | |
| 8 | TFIN |
Triumph Financial, Inc.
|
4,030 | $307,529 |
All Filings in RF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,988 | 18,344 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $384,068 | 14,704 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $501,756 | 18,515 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $417,094 | 15,817 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $354,023 | 15,052 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $336,271 | 15,475 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $397,464 | 16,899 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $339,848 | 14,567 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $240,580 | 12,005 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $305,101 | 14,501 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $350,700 | 18,096 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $307,639 | 17,886 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $329,776 | 18,506 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $357,781 | 19,277 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||