Position in RF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$303,902
+$41,057 QoQ
Shares Held
10,063
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#739
of 1,095 holders
Holding Since
Mar 2020
22 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, 2026Element Wealth, LLC holds $1,637,289 across 5 Banks - Regional names. RF ranks #3 (18.6% of the industry book) .
All Filings in RF
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,902 | 10,063 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $262,845 | 10,063 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $232,734 | 8,588 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $239,650 | 9,088 | Shares | Sole | 2025-10-29 | |
| 2024-09-30 | $262,252 | 11,241 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $225,269 | 11,241 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $227,540 | 11,741 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $201,945 | 11,741 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $209,224 | 11,741 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $238,477 | 12,849 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $504,978 | 23,422 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $470,079 | 23,422 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $439,162 | 23,422 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $521,373 | 23,422 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $510,599 | 23,422 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $535,371 | 25,123 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $506,982 | 25,123 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $519,041 | 25,123 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $421,102 | 26,123 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $312,728 | 27,123 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $316,197 | 28,435 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $547,062 | 60,988 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||