Position in RF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$248,183
+$60,289 QoQ
Shares Held
8,218
-29.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#798
of 1,095 holders
Holding Since
Jun 2020
4 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, 2026Keudell/Morrison Wealth Management holds $4,721,202 across 6 Banks - Regional names. RF ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
51,526 | $3,112,170 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,381 | $586,249 | |
| 3 | TFC |
Truist Financial Corp
|
6,722 | $334,890 | |
| 4 | RF |
Regions Financial Corp
This page
|
8,218 | $248,183 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
7,443 | $238,548 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
3,900 | $201,162 |
All Filings in RF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,183 | 8,218 | Shares | Sole | 2026-07-15 | |
| 2020-12-31 | $187,894 | 11,656 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $132,779 | 11,516 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $131,449 | 11,821 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||