Position in RF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$717,279
+$159,775 QoQ
Shares Held
23,751
+11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#541
of 1,096 holders
Holding Since
Jun 2021
21 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, 2026Independent Advisor Alliance holds $292,642,444 across 29 Banks - Regional names. RF ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,824 | $238,992,593 | |
| 2 | TFC |
Truist Financial Corp
|
349,770 | $17,425,541 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,116 | $8,153,821 | |
| 4 | USB |
US Bancorp De
|
86,109 | $5,200,983 | |
| 5 | FCCO |
First Community Corp /Sc/
|
106,941 | $3,494,831 | |
| 6 | SSB |
SouthState Bank Corp
|
27,208 | $2,718,079 | |
| 7 | CCBG |
Capital City Bank Group Inc
|
50,933 | $2,517,108 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 |
All Filings in RF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,279 | 23,751 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $557,504 | 21,344 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $623,543 | 23,009 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $636,571 | 24,140 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,176,375 | 50,016 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,085,913 | 49,973 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,100,970 | 46,810 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $988,748 | 42,381 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $822,962 | 41,066 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $849,258 | 40,364 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $793,630 | 40,951 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $727,491 | 42,296 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $654,885 | 36,750 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,550,106 | 137,398 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,907,948 | 134,877 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,538,654 | 126,490 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $574,968 | 30,665 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $471,711 | 21,191 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $966,067 | 44,315 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $612,449 | 28,740 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $574,645 | 28,476 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||