Position in RF
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$757,845
-$37,648 QoQ
Shares Held
29,014
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Western Wealth Management, LLC holds $11,314,837 across 35 Banks - Regional names. RF ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMBH |
First Mid Bancshares, Inc.
|
84,964 | $3,499,667 | |
| 2 | USB |
US Bancorp De
|
47,219 | $2,455,859 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
793 | $1,494,535 | |
| 4 | RF |
Regions Financial Corp
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|
29,014 | $757,845 | |
| 5 | MTB |
M&T Bank Corp
|
3,270 | $675,974 | |
| 6 | AX |
Axos Financial, Inc.
|
4,854 | $413,026 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,565 | $351,469 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,481 | $308,181 |
All Filings in RF
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $757,845 | 29,014 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $795,493 | 29,354 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $773,458 | 29,331 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $689,277 | 29,306 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $531,189 | 24,445 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $604,064 | 25,683 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $589,945 | 25,287 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $552,061 | 27,548 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $543,021 | 25,809 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $495,178 | 25,551 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $433,164 | 25,184 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $496,233 | 27,847 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $499,653 | 26,921 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $582,615 | 27,023 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,033,544 | 51,497 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $901,143 | 48,061 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $925,259 | 41,566 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $507,896 | 23,298 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $398,918 | 19,768 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $373,429 | 18,075 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $314,307 | 19,498 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $241,253 | 20,924 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $222,711 | 20,028 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $188,701 | 21,037 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||