Position in RF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$734,098
-$624 QoQ
Shares Held
24,308
-13.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#106
of 311 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $20,510,806 across 277 Banks - Regional names. RF ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
10,115 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp De
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
This page
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in RF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,098 | 24,308 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $734,722 | 28,129 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $689,987 | 25,461 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $685,538 | 25,997 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $575,391 | 24,464 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $438,312 | 20,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $425,779 | 18,103 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $432,627 | 18,544 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $374,003 | 18,663 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $383,556 | 18,230 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $361,802 | 18,669 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $271,311 | 15,774 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $298,286 | 16,739 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $306,052 | 16,490 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $355,307 | 16,480 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $325,914 | 16,239 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $301,143 | 16,061 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $337,037 | 15,141 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $481,583 | 22,091 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||