OneDigital Investment Advisors LLC
Position in RF — Regions Financial Corp
CIK 1690370
OVERLAND PARK, KS
Position in RF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$299,433
+$41,603 QoQ
Shares Held
9,915
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#745
of 1,096 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $24,032,590 across 36 Banks - Regional names. RF ranks #27 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
122,054 | $6,080,730 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,269 | $1,543,553 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,371 | $1,317,423 | |
| 4 | USB |
US Bancorp De
|
18,974 | $1,146,029 | |
| 5 | FHB |
First Hawaiian, Inc.
|
33,441 | $979,821 | |
| 6 | IBN |
Icici Bank Ltd
|
30,116 | $874,267 | |
| 7 | NU |
Nu Holdings Ltd.
|
57,547 | $768,827 | |
| 8 | WTFC |
Wintrust Financial Corp
|
4,643 | $746,222 |
All Filings in RF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,433 | 9,915 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $257,830 | 9,871 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $416,798 | 15,380 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $365,620 | 13,865 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $311,240 | 13,233 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $271,972 | 12,516 | Shares | Sole | 2025-04-29 | |
| 2023-09-30 | $194,635 | 11,316 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||