Position in RF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$557,673
+$75,629 QoQ
Shares Held
18,466
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#600
of 1,095 holders
Holding Since
Mar 2020
25 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, 2026BCS Wealth Management holds $2,248,417 across 3 Banks - Regional names. RF ranks #2 (24.8% of the industry book) .
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,673 | 18,466 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $482,044 | 18,455 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,001,236 | 36,946 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $486,078 | 18,433 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $433,285 | 18,422 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $400,049 | 18,410 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $396,288 | 16,849 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $395,163 | 16,938 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $364,687 | 18,198 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $382,633 | 18,186 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $322,173 | 16,624 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $285,692 | 16,610 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $295,794 | 16,599 | Shares | Sole | 2023-07-19 | |
| 2022-12-31 | $357,658 | 16,589 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $332,941 | 16,589 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $311,043 | 16,589 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $369,271 | 16,589 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $367,068 | 16,838 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $358,817 | 16,838 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $337,772 | 16,738 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $345,807 | 16,738 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $254,454 | 15,785 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $182,001 | 15,785 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $175,529 | 15,785 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $141,591 | 15,785 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||