Position in RF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$296,262
+$29,838 QoQ
Shares Held
9,810
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#750
of 1,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Capital Square, LLC holds $3,105,727 across 3 Banks - Regional names. RF ranks #2 (9.5% of the industry book) .
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,262 | 9,810 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $266,424 | 10,200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $308,560 | 11,386 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $310,480 | 11,774 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $279,276 | 11,874 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $280,490 | 12,908 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $308,300 | 13,108 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $305,273 | 13,085 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $280,259 | 13,985 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $294,412 | 13,993 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $281,165 | 14,508 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $265,017 | 15,408 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $311,689 | 17,491 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $343,192 | 18,491 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $399,312 | 18,521 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $399,633 | 19,912 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $487,912 | 26,022 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $579,093 | 26,015 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $590,213 | 27,074 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $577,969 | 27,122 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $445,493 | 22,076 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $559,514 | 27,082 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $499,558 | 30,990 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $368,706 | 31,978 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $361,822 | 32,538 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $292,422 | 32,600 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||