Position in RF
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,639,437
+$92,454 QoQ
Shares Held
54,286
-8.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#384
of 1,095 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $6,600,650 across 24 Banks - Regional names. RF ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
25,565 | $2,217,763 | |
| 2 | RF |
Regions Financial Corp
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|
54,286 | $1,639,437 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
6,144 | $619,806 | |
| 4 | FHN |
First Horizon Corp
|
21,239 | $544,567 | |
| 5 | TFC |
Truist Financial Corp
|
8,078 | $402,445 | |
| 6 | SMBK |
Smartfinancial Inc.
|
7,332 | $344,017 | |
| 7 | OZK |
Bank OZK
|
4,520 | $235,446 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
5,715 | $101,326 |
All Filings in RF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,639,437 | 54,286 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,546,983 | 59,226 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,740,524 | 64,226 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,693,639 | 64,226 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,670,413 | 71,021 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,545,220 | 71,110 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,791,283 | 76,160 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,107,375 | 90,329 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,999,671 | 99,784 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,401,947 | 114,161 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,212,885 | 114,184 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $517,100 | 30,064 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $753,322 | 42,274 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $778,647 | 41,953 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $88,417 | 4,101 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $72,272 | 3,601 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $100,331 | 5,351 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $154,729 | 6,951 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $162,431 | 7,451 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $158,780 | 7,451 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $106,772 | 5,291 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $109,312 | 5,291 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $85,290 | 5,291 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $61,005 | 5,291 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $58,835 | 5,291 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $47,460 | 5,291 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||