Position in RF
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$424,702
+$69,105 QoQ
Shares Held
14,063
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#647
of 1,096 holders
Holding Since
Mar 2020
19 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, 2026CX Institutional holds $9,421,955 across 40 Banks - Regional names. RF ranks #9 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
24,831 | $1,499,792 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,489 | $1,098,594 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
16,675 | $860,096 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,024 | $744,569 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
39,648 | $702,959 | |
| 6 | BOKF |
Bok Financial Corp
|
5,000 | $694,400 | |
| 7 | TFC |
Truist Financial Corp
|
12,788 | $637,098 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
6,930 | $485,585 |
All Filings in RF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,702 | 14,063 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $355,597 | 13,614 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $390,592 | 14,413 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $407,864 | 15,467 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $300,844 | 12,791 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $279,447 | 12,860 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $419,149 | 17,821 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $401,789 | 17,222 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $358,615 | 17,895 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $255,551 | 12,146 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $224,187 | 11,568 | Shares | Sole | 2024-01-12 | |
| 2022-06-30 | $23,287 | 1,242 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $38,592 | 1,811 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $26,254 | 1,301 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $25,267 | 1,223 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $16,668 | 1,034 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $8,267 | 717 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,301 | 207 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,834 | 539 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||