Position in RF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$262,347
+$42,156 QoQ
Shares Held
8,687
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#786
of 1,095 holders
Holding Since
Sep 2024
6 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, 2026Florida Trust Wealth Management Co holds $12,611,310 across 10 Banks - Regional names. RF ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
19,329 | $4,759,185 | |
| 2 | MTB |
M&T Bank Corp
|
18,323 | $4,361,056 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
18,113 | $1,046,025 | |
| 4 | UMBF |
Umb Financial Corp
|
4,748 | $677,824 | |
| 5 | USB |
US Bancorp De
|
8,302 | $501,440 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,082 | $399,211 | |
| 7 | RF |
Regions Financial Corp
This page
|
8,687 | $262,347 | |
| 8 | HDB |
Hdfc Bank Ltd
|
9,878 | $255,148 |
All Filings in RF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,347 | 8,687 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $220,191 | 8,430 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $228,452 | 8,430 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $222,298 | 8,430 | Shares | Defined | 2025-10-29 | |
| 2024-12-31 | $217,206 | 9,235 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $206,632 | 8,857 | Shares | Defined | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||