Position in RF
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$92,647
-$73,882 QoQ
Shares Held
3,547
-42.3% 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
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, 2026Anchor Investment Management, LLC holds $34,340,007 across 20 Banks - Regional names. RF ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
13,220 | $24,915,205 | |
| 2 | TFC |
Truist Financial Corp
|
62,873 | $2,890,271 | |
| 3 | SSB |
SouthState Bank Corp
|
17,504 | $1,619,470 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
9,800 | $1,343,384 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,414 | $1,155,481 | |
| 6 | FCCO |
First Community Corp /Sc/
|
35,776 | $1,045,732 | |
| 7 | USB |
US Bancorp De
|
6,900 | $358,869 | |
| 8 | LYG |
Lloyds Banking Group plc
|
50,500 | $254,015 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,647 | 3,547 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $166,529 | 6,145 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $162,017 | 6,144 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $144,506 | 6,144 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $133,509 | 6,144 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $144,506 | 6,144 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $143,339 | 6,144 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $163,205 | 8,144 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $167,667 | 7,969 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $151,299 | 7,807 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $131,287 | 7,633 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $133,703 | 7,503 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $135,747 | 7,314 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $143,244 | 6,644 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $133,345 | 6,644 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $94,106 | 5,019 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $111,166 | 4,994 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $65,269 | 2,994 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $63,802 | 2,994 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $60,418 | 2,994 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $61,856 | 2,994 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $48,263 | 2,994 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $33,333 | 2,891 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $32,147 | 2,891 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $25,932 | 2,891 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||