Position in RF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,071,073
+$766,266 QoQ
Shares Held
35,466
+153.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#458
of 1,096 holders
Holding Since
Jun 2020
8 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, 2026WEALTH ALLIANCE, LLC holds $9,354,766 across 13 Banks - Regional names. RF ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,958 | $2,698,078 | |
| 2 | USB |
US Bancorp De
|
36,451 | $2,201,640 | |
| 3 | RF |
Regions Financial Corp
This page
|
35,466 | $1,071,073 | |
| 4 | TFC |
Truist Financial Corp
|
14,435 | $719,151 | |
| 5 | NU |
Nu Holdings Ltd.
|
36,124 | $482,616 | |
| 6 | HDB |
Hdfc Bank Ltd
|
17,254 | $445,670 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
47,266 | $386,163 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
4,358 | $355,133 |
All Filings in RF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,071,073 | 35,466 | Shares | Defined | 2026-08-11 | |
| 2021-12-31 | $304,807 | 13,982 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $401,267 | 18,830 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $301,650 | 14,948 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $339,960 | 16,455 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $416,911 | 25,863 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $258,571 | 22,426 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $234,809 | 21,116 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||