Position in RF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,116,645
+$161,098 QoQ
Shares Held
36,975
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#451
of 1,095 holders
Holding Since
Dec 2024
7 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, 2026Aprio Wealth Management, LLC holds $10,596,538 across 18 Banks - Regional names. RF ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
18,281 | $1,156,273 | |
| 2 | RF |
Regions Financial Corp
This page
|
36,975 | $1,116,645 | |
| 3 | KB |
KB Financial Group Inc.
|
10,109 | $1,061,040 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
22,838 | $771,010 | |
| 5 | WF |
Woori Financial Group Inc.
|
11,997 | $688,627 | |
| 6 | LYG |
Lloyds Banking Group plc
|
108,247 | $631,080 | |
| 7 | USB |
US Bancorp De
|
9,913 | $598,745 | |
| 8 | BAP |
Credicorp Ltd
|
1,519 | $591,772 |
All Filings in RF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,645 | 36,975 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $955,547 | 36,583 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,519,442 | 56,068 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,462,664 | 55,467 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,299,973 | 55,271 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,174,832 | 54,065 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,246,842 | 53,012 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||