Position in RF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$826,725
+$103,854 QoQ
Shares Held
27,375
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#512
of 1,095 holders
Holding Since
Sep 2021
19 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, 2026XML Financial, LLC holds $8,621,479 across 7 Banks - Regional names. RF ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
67,007 | $3,338,288 | |
| 2 | USB |
US Bancorp De
|
55,167 | $3,332,086 | |
| 3 | RF |
Regions Financial Corp
This page
|
27,375 | $826,725 | |
| 4 | MTB |
M&T Bank Corp
|
1,996 | $475,067 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,084 | $266,902 | |
| 6 | EGBN |
Eagle Bancorp Inc
|
8,712 | $247,333 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
14,100 | $135,078 |
All Filings in RF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,725 | 27,375 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $722,871 | 27,675 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $749,992 | 27,675 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $869,550 | 32,975 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $834,372 | 35,475 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $793,145 | 36,500 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $905,520 | 38,500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $904,037 | 38,750 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $961,920 | 48,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,062,520 | 50,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,109,505 | 57,250 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $991,580 | 57,650 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,080,783 | 60,650 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,148,864 | 61,900 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,334,564 | 61,900 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,245,343 | 62,050 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $1,375,668 | 61,800 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,338,520 | 61,400 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,308,434 | 61,400 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||