Position in RF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,503,932
+$1,048,588 QoQ
Shares Held
215,362
+3.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#198
of 1,096 holders
Holding Since
Sep 2023
12 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, 2026Monte Financial Group, LLC holds $12,371,830 across 2 Banks - Regional names. RF ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
This page
|
215,362 | $6,503,932 | |
| 2 | MTB |
M&T Bank Corp
|
24,654 | $5,867,898 |
All Filings in RF
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,503,932 | 215,362 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,455,344 | 208,857 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,704,360 | 210,493 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,618,154 | 213,051 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,640,989 | 239,838 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,204,639 | 239,514 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,563,020 | 236,523 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,730,197 | 245,615 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,968,056 | 247,907 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,024,120 | 238,789 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,571,742 | 235,900 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,893,538 | 168,229 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||