Position in RF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$965,071
+$329,833 QoQ
Shares Held
31,956
+31.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#482
of 1,096 holders
Holding Since
Mar 2020
20 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, 2026Caprock Group, LLC holds $57,214,485 across 44 Banks - Regional names. RF ranks #23 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
94,877 | $5,730,570 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
19,681 | $4,845,855 | |
| 3 | MTB |
M&T Bank Corp
|
16,608 | $3,952,870 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
38,623 | $2,672,325 | |
| 5 | TFC |
Truist Financial Corp
|
51,036 | $2,542,613 | |
| 6 | NWG |
NatWest Group plc
|
140,159 | $2,471,003 | |
| 7 | KB |
KB Financial Group Inc.
|
21,878 | $2,296,314 | |
| 8 | LYG |
Lloyds Banking Group plc
|
391,673 | $2,283,453 |
All Filings in RF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,071 | 31,956 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $635,238 | 24,320 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $455,930 | 16,824 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $471,649 | 21,705 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $429,922 | 18,279 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $445,439 | 19,093 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $366,050 | 18,266 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $278,695 | 13,246 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $317,114 | 16,363 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $197,129 | 11,461 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $343,427 | 19,272 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $224,000 | 12,069 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $270,319 | 12,538 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $251,055 | 12,509 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $191,718 | 10,225 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $244,793 | 10,997 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $307,489 | 14,105 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $222,305 | 10,432 | Shares | Sole | 2021-10-07 | |
| 2020-06-30 | $151,076 | 13,586 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $124,028 | 13,827 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||