Position in RF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$129,920
+$129,520 QoQ
Shares Held
4,302
+23800.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#876
of 1,095 holders
Holding Since
Mar 2020
9 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, 2026Lloyd Advisory Services, LLC. holds $724,962 across 11 Banks - Regional names. RF ranks #4 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,091 | $247,096 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
804 | $197,960 | |
| 3 | TFC |
Truist Financial Corp
|
2,632 | $131,126 | |
| 4 | RF |
Regions Financial Corp
This page
|
4,302 | $129,920 | |
| 5 | MTB |
M&T Bank Corp
|
35 | $8,330 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
35 | $2,452 | |
| 7 | KEY |
Keycorp /New/
|
105 | $2,420 | |
| 8 | FITB |
Fifth Third Bancorp
|
40 | $2,254 |
All Filings in RF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,920 | 4,302 | Shares | Sole | 2026-08-07 | |
| 2022-03-31 | $400 | 18 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $62,239 | 2,855 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $83,982 | 3,941 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $52,568 | 2,605 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $78,838 | 3,816 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $104,409 | 6,477 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $80,479 | 6,980 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $47,289 | 5,272 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||