Position in RF
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$32,694,456
+$17,369,325 QoQ
Shares Held
1,251,702
+121.3% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Vest Financial, LLC holds $293,540,954 across 31 Banks - Regional names. RF ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
286,034 | $59,520,814 | |
| 2 | EWBC |
East West Bancorp Inc
|
471,810 | $50,370,435 | |
| 3 | RF |
Regions Financial Corp
This page
|
1,251,702 | $32,694,456 | |
| 4 | USB |
US Bancorp De
|
601,340 | $31,275,693 | |
| 5 | CFR |
Cullen/Frost Bankers, Inc.
|
53,378 | $7,317,056 | |
| 6 | WTFC |
Wintrust Financial Corp
|
51,745 | $7,189,450 | |
| 7 | FBP |
First Bancorp /Pr/
|
333,052 | $7,113,990 | |
| 8 | UMBF |
Umb Financial Corp
|
61,254 | $6,908,838 |
All Filings in RF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,694,456 | 1,251,702 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $15,325,131 | 565,503 | Shares | Defined | 2026-01-30 | |
| 2025-03-31 | $10,715,888 | 493,138 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $34,806,424 | 1,479,865 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $28,675,742 | 1,229,136 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $24,425,152 | 1,218,820 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $20,293,080 | 964,500 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $12,656,070 | 653,048 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $8,807,088 | 512,040 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $5,136,508 | 288,244 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,400,945 | 75,482 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $397,437 | 18,434 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||