Position in RF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$585,698
+$80,564 QoQ
Shares Held
19,394
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#585
of 1,094 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, 2026Trivium Point Advisory, LLC holds $5,546,547 across 7 Banks - Regional names. RF ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
24,916 | $1,745,864 | |
| 2 | USB |
US Bancorp De
|
19,982 | $1,206,912 | |
| 3 | FITB |
Fifth Third Bancorp
|
19,378 | $1,092,337 | |
| 4 | RF |
Regions Financial Corp
This page
|
19,394 | $585,698 | |
| 5 | TFC |
Truist Financial Corp
|
9,634 | $479,965 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
901 | $221,844 | |
| 7 | KEY |
Keycorp /New/
|
9,281 | $213,927 |
All Filings in RF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,698 | 19,394 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $505,134 | 19,339 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $575,468 | 21,235 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $588,842 | 22,330 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $476,044 | 20,240 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $415,542 | 19,123 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $526,824 | 22,399 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $465,970 | 19,973 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $429,216 | 21,418 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $432,792 | 20,570 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $383,820 | 19,805 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $260,322 | 15,135 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||