Position in RF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$281,977
+$37,338 QoQ
Shares Held
9,337
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#765
of 1,095 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PFG Advisors holds $2,021,028 across 5 Banks - Regional names. RF ranks #2 (14.0% of the industry book) .
All Filings in RF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,977 | 9,337 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $244,639 | 9,366 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $207,315 | 7,650 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $256,290 | 9,719 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $214,643 | 9,126 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $202,243 | 10,092 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $280,526 | 13,333 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $225,118 | 11,616 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $225,027 | 13,083 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $245,898 | 13,799 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $233,392 | 12,575 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $239,014 | 11,086 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $220,870 | 10,945 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $224,677 | 10,875 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||