Position in RF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,121,899
+$234,708 QoQ
Shares Held
37,149
+9.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#448
of 1,096 holders
Holding Since
Mar 2020
22 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, 2026World Investment Advisors holds $31,078,811 across 32 Banks - Regional names. RF ranks #11 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
52,329 | $4,380,983 | |
| 2 | USB |
US Bancorp De
|
56,433 | $3,408,553 | |
| 3 | VLY |
Valley National Bancorp
|
148,575 | $2,176,623 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
40,398 | $2,083,728 | |
| 5 | PB |
Prosperity Bancshares Inc
|
27,232 | $1,988,752 | |
| 6 | FITB |
Fifth Third Bancorp
|
33,305 | $1,877,402 | |
| 7 | FHN |
First Horizon Corp
|
68,798 | $1,763,980 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
6,653 | $1,638,101 |
All Filings in RF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,899 | 37,149 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $887,191 | 33,966 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $483,870 | 17,855 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $423,633 | 16,065 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $376,930 | 16,026 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $342,224 | 15,749 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $393,935 | 16,749 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $369,477 | 15,837 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $277,093 | 13,827 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $308,762 | 14,675 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $190,937 | 11,101 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $197,819 | 11,101 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $206,034 | 11,101 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $222,616 | 11,092 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $207,975 | 11,092 | Shares | Sole | 2022-08-09 | |
| 2021-09-30 | $244,787 | 11,487 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $231,807 | 11,487 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $237,321 | 11,487 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $177,900 | 11,036 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $127,245 | 11,036 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $122,720 | 11,036 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $102,105 | 11,383 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||