Position in RF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$590,168
-$37,469 QoQ
Shares Held
19,542
-18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#584
of 1,096 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,594,658 across 13 Banks - Regional names. RF ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
160,054 | $12,239,329 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
38,577 | $2,703,090 | |
| 3 | FITB |
Fifth Third Bancorp
|
35,148 | $1,981,292 | |
| 4 | TFC |
Truist Financial Corp
|
35,390 | $1,763,129 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
6,879 | $1,693,747 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
5,427 | $838,580 | |
| 7 | MTB |
M&T Bank Corp
|
3,498 | $832,558 | |
| 8 | RF |
Regions Financial Corp
This page
|
19,542 | $590,168 |
All Filings in RF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,168 | 19,542 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $627,637 | 24,029 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $648,638 | 23,935 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $630,770 | 23,920 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $559,776 | 23,800 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $517,804 | 23,829 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $527,412 | 22,424 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $517,692 | 22,190 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $456,791 | 22,794 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $443,298 | 22,874 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $392,762 | 22,835 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $425,309 | 23,867 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $439,259 | 23,667 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $512,718 | 23,781 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $361,641 | 18,019 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,159,850 | 275,192 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $225,137 | 10,114 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||