Position in RF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,225,848
+$165,612 QoQ
Shares Held
40,591
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#430
of 1,095 holders
Holding Since
Jun 2021
20 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, 2026WADDELL & ASSOCIATES, LLC holds $9,385,785 across 15 Banks - Regional names. RF ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,470 | $1,593,043 | |
| 2 | RF |
Regions Financial Corp
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|
40,591 | $1,225,848 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
7,935 | $800,482 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
12,508 | $722,337 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
9,696 | $679,398 | |
| 6 | USB |
US Bancorp De
|
10,771 | $650,568 | |
| 7 | WAL |
Western Alliance Bancorporation
|
7,804 | $641,488 | |
| 8 | PB |
Prosperity Bancshares Inc
|
8,162 | $596,070 |
All Filings in RF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,225,848 | 40,591 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,060,236 | 40,591 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,069,962 | 39,482 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $896,342 | 33,991 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $766,140 | 32,574 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $707,833 | 32,574 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $772,937 | 32,863 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $827,305 | 35,461 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $625,648 | 31,220 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $634,629 | 30,163 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $586,012 | 30,238 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $520,093 | 30,238 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $424,810 | 23,839 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $442,451 | 23,839 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $515,585 | 23,914 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $299,100 | 15,952 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $355,113 | 15,953 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $426,233 | 19,552 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $415,289 | 19,488 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $391,996 | 19,425 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||