Position in RF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,931,086
+$865,770 QoQ
Shares Held
163,281
+4.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#226
of 1,095 holders
Holding Since
Mar 2020
16 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $26,327,295 across 18 Banks - Regional names. RF ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
4,852 | $10,095,993 | |
| 2 | RF |
Regions Financial Corp
This page
|
163,281 | $4,931,086 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,982 | $2,211,548 | |
| 4 | TFC |
Truist Financial Corp
|
41,776 | $2,081,280 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
59,920 | $1,062,381 | |
| 6 | LOB |
Live Oak Bancshares, Inc.
|
24,995 | $1,020,795 | |
| 7 | OZK |
Bank OZK
|
16,778 | $873,966 | |
| 8 | CBU |
Community Financial System, Inc.
|
12,766 | $856,853 |
All Filings in RF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,931,086 | 163,281 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,065,316 | 155,640 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,070,666 | 39,508 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $476,875 | 18,084 | Shares | Sole | 2025-11-12 | |
| 2023-06-30 | $217,368 | 12,198 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $211,194 | 11,379 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $203,677 | 9,447 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $329,937 | 14,822 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $476,024 | 21,836 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $292,032 | 13,704 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $382,935 | 18,976 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $736,301 | 35,639 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $568,068 | 35,240 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $427,370 | 37,066 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $405,824 | 36,495 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $338,752 | 37,765 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||