Position in RF
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,157,971
+$1,339,318 QoQ
Shares Held
71,456
+128.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#340
of 1,095 holders
Holding Since
Jun 2021
20 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, 2026Beacon Pointe Advisors, LLC holds $73,716,083 across 38 Banks - Regional names. RF ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
550,566 | $28,398,194 | |
| 2 | USB |
US Bancorp De
|
107,970 | $6,521,388 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
25,810 | $6,354,938 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,033 | $3,965,769 | |
| 5 | SSB |
SouthState Bank Corp
|
28,572 | $2,854,342 | |
| 6 | FITB |
Fifth Third Bancorp
|
44,896 | $2,530,787 | |
| 7 | RF |
Regions Financial Corp
This page
|
71,456 | $2,157,971 | |
| 8 | TFC |
Truist Financial Corp
|
34,709 | $1,729,202 |
All Filings in RF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,157,971 | 71,456 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $818,653 | 31,342 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,352,154 | 49,895 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $291,600 | 12,398 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $279,621 | 12,868 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $291,718 | 12,403 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $376,382 | 16,133 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $356,631 | 17,796 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $401,316 | 19,074 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $347,444 | 17,928 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $355,438 | 20,665 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $320,082 | 17,962 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $678,776 | 36,572 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $591,972 | 27,457 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $593,750 | 29,584 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $565,237 | 30,146 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $738,497 | 33,176 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $485,834 | 22,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $418,016 | 19,616 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $336,683 | 16,684 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||