Patriot Financial Group Insurance Agency, LLC

Insurance

Position in RF — Regions Financial Corp

CIK 1694883 Westborough, MA

Position in RF

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,029,075

+$1,024,369 QoQ

Shares Held

39,398

+15596.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,702,539 across 4 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	215,474	$1,256,213
2	TFC	Truist Financial Corp	20,970	$1,044,725
3	MTB	M&T Bank Corp	3,675	$874,686
4	WBS	Webster Financial Corp	6,895	$526,915

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,029,075	39,398	+15596.4%	Shares	Sole	2026-04-22
2022-06-30	$4,706	251	-58.2%	Shares	Sole	2022-07-29
2022-03-31	$13,378	601	-2.9%	Shares	Sole	2022-05-11
2021-12-31	$13,494	619	-15.8%	Shares	Sole	2022-01-10
2021-09-30	$15,662	735	+82.8%	Shares	Sole	2021-11-24
2021-06-30	$8,112	402	0.0%	Shares	Sole	2021-07-30
2021-03-31	$8,305	402	0.0%	Shares	Sole	2021-04-29
2020-12-31	$6,480	402	0.0%	Shares	Sole	2021-01-15
2020-09-30	$4,635	402	-9.5%	Shares	Sole	2020-10-21
2020-06-30	$4,937	444	+315.0%	Shares	Sole	2020-07-10
2020-03-31	$959	107	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.