Position in RF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$602,927
+$51,334 QoQ
Shares Held
23,083
+13.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Checchi Capital Advisers, LLC holds $6,055,945 across 16 Banks - Regional names. RF ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,684 | $974,693 | |
| 2 | FITB |
Fifth Third Bancorp
|
16,762 | $778,762 | |
| 3 | USB |
US Bancorp \De\
|
11,595 | $603,055 | |
| 4 | RF |
Regions Financial Corp
This page
|
23,083 | $602,927 | |
| 5 | TFC |
Truist Financial Corp
|
11,505 | $528,884 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
63,824 | $506,762 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
24,396 | $381,797 | |
| 8 | MTB |
M&T Bank Corp
|
1,753 | $362,380 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $602,927 | 23,083 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $551,593 | 20,354 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $536,629 | 20,350 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $478,961 | 20,364 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $451,136 | 20,761 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $464,120 | 19,733 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $456,311 | 19,559 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $378,996 | 18,912 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $397,908 | 18,912 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $359,615 | 18,556 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $347,956 | 20,230 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $360,837 | 20,249 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $397,425 | 21,413 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $459,335 | 21,305 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $431,765 | 21,513 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $396,825 | 21,164 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $413,791 | 18,589 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $388,781 | 17,834 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $355,663 | 16,690 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $341,304 | 16,913 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $359,422 | 17,397 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $281,132 | 17,440 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $207,286 | 17,978 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $177,986 | 16,006 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $123,220 | 13,737 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||