Position in RF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$27,458,332
+$4,583,415 QoQ
Shares Held
1,051,239
+24.5% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $212,162,774 across 29 Banks - Regional names. RF ranks #6 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
629,481 | $32,739,276 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
511,610 | $30,681,216 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,897,133 | $29,690,099 | |
| 4 | KEY |
Keycorp /New/
|
1,431,619 | $28,703,932 | |
| 5 | TFC |
Truist Financial Corp
|
616,520 | $28,341,395 | |
| 6 | RF |
Regions Financial Corp
This page
|
1,051,239 | $27,458,332 | |
| 7 | FITB |
Fifth Third Bancorp
|
474,246 | $22,033,440 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
18,063 | $3,758,711 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,458,332 | 1,051,239 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $22,874,917 | 844,094 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $22,283,865 | 845,047 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $19,285,817 | 819,976 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $17,450,910 | 803,080 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $19,704,122 | 837,761 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $15,152,404 | 649,482 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,938,997 | 645,659 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $831,706 | 39,530 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,284,960 | 117,903 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,919,348 | 111,590 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,623,757 | 91,120 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $2,420,446 | 130,412 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,582,133 | 119,765 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,909,580 | 95,146 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,350,937 | 72,050 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,700,441 | 76,390 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,674,915 | 76,831 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,320,367 | 61,960 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,153,105 | 57,141 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,336,185 | 64,675 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,189,930 | 73,817 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $910,916 | 79,004 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $994,305 | 89,416 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $475,472 | 53,007 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||