Position in RF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$258,330
-$410,707 QoQ
Shares Held
8,554
-66.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#788
of 1,096 holders
Holding Since
Mar 2020
26 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, 2026Plancorp, LLC holds $12,610,712 across 7 Banks - Regional names. RF ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
|
87,704 | $5,777,939 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
54,237 | $3,132,186 | |
| 3 | USB |
US Bancorp De
|
41,705 | $2,518,982 | |
| 4 | MTB |
M&T Bank Corp
|
1,958 | $466,023 | |
| 5 | RF |
Regions Financial Corp
This page
|
8,554 | $258,330 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,002 | $246,712 | |
| 7 | BOTJ |
Bank Of The James Financial Group Inc
|
8,250 | $210,540 |
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,330 | 8,554 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $669,037 | 25,614 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $693,732 | 25,599 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $676,495 | 25,654 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $600,371 | 25,526 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $553,137 | 25,455 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $594,961 | 25,296 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $583,296 | 25,002 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $499,436 | 24,922 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $520,424 | 24,735 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $479,170 | 24,725 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $422,380 | 24,557 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $436,233 | 24,480 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $454,720 | 24,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $533,071 | 24,725 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $500,606 | 24,943 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $464,062 | 24,750 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $554,919 | 24,929 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $543,190 | 24,917 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $522,457 | 24,517 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $492,694 | 24,415 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $504,413 | 24,415 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $393,569 | 24,415 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $246,903 | 21,414 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $238,123 | 21,414 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $192,083 | 21,414 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||