Position in RF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,162,604
+$1,787,413 QoQ
Shares Held
104,722
+98.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#37
of 311 holders
Holding Since
Mar 2022
10 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, 2026Abundance Wealth Counselors holds $9,577,884 across 11 Banks - Regional names. RF ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBWM |
Mercantile Bank Corp
|
56,181 | $3,225,913 | |
| 2 | RF |
Regions Financial Corp
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|
104,722 | $3,162,604 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,274 | $1,052,344 | |
| 4 | TFC |
Truist Financial Corp
|
8,002 | $398,659 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
8,411 | $318,776 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
8,612 | $290,741 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
4,538 | $287,028 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
4,701 | $215,446 |
All Filings in RF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,162,604 | 104,722 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,375,191 | 52,649 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,457,302 | 53,775 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,395,078 | 52,904 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,250,605 | 53,172 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $1,161,614 | 62,587 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $412,917 | 19,152 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $322,143 | 16,051 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $273,918 | 14,609 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $268,322 | 12,054 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||