Position in RF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,481,612
+$75,442 QoQ
Shares Held
49,060
-8.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#404
of 1,096 holders
Holding Since
Jun 2025
5 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, 2026Waterloo Capital, L.P. holds $12,194,035 across 10 Banks - Regional names. RF ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
77,961 | $4,394,661 | |
| 2 | FFIN |
First Financial Bankshares Inc
|
69,285 | $2,397,261 | |
| 3 | RF |
Regions Financial Corp
This page
|
49,060 | $1,481,612 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,019 | $989,558 | |
| 5 | TFC |
Truist Financial Corp
|
15,460 | $770,217 | |
| 6 | AX |
Axos Financial, Inc.
|
6,355 | $618,913 | |
| 7 | USB |
US Bancorp De
|
10,126 | $611,610 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
6,335 | $443,893 |
All Filings in RF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,481,612 | 49,060 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,406,170 | 53,835 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,683,133 | 135,909 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,602,241 | 60,760 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,354,822 | 57,603 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||