Position in RF
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$408,934
-$14,801 QoQ
Shares Held
15,656
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.068472151251918.ToString("F0")%
Shared 0.ToString("F0")%
None 86.93152784874808.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wealth Alliance Advisory Group, LLC holds $3,933,661 across 7 Banks - Regional names. RF ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQBK |
Equity Bancshares Inc
|
42,697 | $1,896,173 | |
| 2 | TFC |
Truist Financial Corp
|
12,751 | $586,163 | |
| 3 | RF |
Regions Financial Corp
This page
|
15,656 | $408,934 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
6,994 | $344,104 | |
| 5 | USB |
US Bancorp De
|
6,382 | $331,927 | |
| 6 | CNOB |
ConnectOne Bancorp, Inc.
|
10,385 | $278,006 | |
| 7 | CFFN |
Capitol Federal Financial, Inc.
|
12,392 | $88,354 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,934 | 15,656 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $423,735 | 15,636 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $385,951 | 14,636 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $344,238 | 14,636 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $318,040 | 14,636 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $344,238 | 14,636 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $341,457 | 14,636 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $293,305 | 14,636 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $307,941 | 14,636 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $283,645 | 14,636 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $251,739 | 14,636 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $260,813 | 14,636 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $271,644 | 14,636 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $315,552 | 14,636 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $293,744 | 14,636 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $274,425 | 14,636 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $325,797 | 14,636 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $323,948 | 14,860 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $319,117 | 14,975 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $299,410 | 14,837 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $307,895 | 14,903 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $243,041 | 15,077 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $173,837 | 15,077 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $167,656 | 15,077 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $133,428 | 14,875 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||