FLAGSHIP HARBOR ADVISORS, LLC

Position in RF — Regions Financial Corp

CIK 1691766 BOSTON, MA

Position in RF

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$275,001

+$37,153 QoQ

Shares Held

9,106

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#771

of 1,096 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $1,335,889 across 3 Banks - Regional names. RF ranks #3 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	2,498	$594,548
2	PNC	Pnc Financial Services Group, Inc.	1,894	$466,340
3	RF	Regions Financial Corp This page	9,106	$275,001

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,001	9,106	0.0%	Shares	Sole	2026-07-22
2026-03-31	$237,848	9,106	-2.4%	Shares	Sole	2026-04-28
2025-12-31	$252,734	9,326	-5.8%	Shares	Sole	2026-01-21
2025-09-30	$261,063	9,900	+2.3%	Shares	Sole	2025-11-05
2025-06-30	$227,532	9,674	+0.1%	Shares	Sole	2025-08-04
2025-03-31	$210,085	9,668	+0.1%	Shares	Sole	2025-04-22
2024-12-31	$227,250	9,662	-1.4%	Shares	Sole	2025-01-21
2024-09-30	$228,727	9,804	+2.6%	Shares	Sole	2024-10-21
2022-12-31	$206,092	9,559	-36.4%	Shares	Sole	2023-01-13
2022-09-30	$301,792	15,037	+24.7%	Shares	Sole	2022-10-13
2022-06-30	$226,012	12,054	-19.8%	Shares	Sole	2022-07-13
2022-03-31	$334,723	15,037	0.0%	Shares	Sole	2022-04-13
2021-12-31	$327,806	15,037	-1.7%	Shares	Sole	2022-02-17
2021-09-30	$325,829	15,290	0.0%	Shares	Sole	2021-11-01
2021-06-30	$308,552	15,290	0.0%	Shares	Sole	2021-07-26
2021-03-31	$315,891	15,290	0.0%	Shares	Sole	2021-05-03
2020-12-31	$246,474	15,290	0.0%	Shares	Sole	2021-02-08
2020-09-30	$176,293	15,290	-53.8%	Shares	Sole	2020-10-13
2020-06-30	$368,227	33,114	+28.6%	Shares	Sole	2020-07-31
2020-03-31	$230,986	25,751	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.