Position in RF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$988,597
+$26,755 QoQ
Shares Held
32,735
-11.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#109
of 378 holders
Holding Since
Dec 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, 2026TrueWealth Advisors, LLC holds $8,029,576 across 4 Banks - Regional names. RF ranks #3 (12.3% of the industry book) .
All Filings in RF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,597 | 32,735 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $961,842 | 36,824 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,135,490 | 41,900 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $887,798 | 33,667 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $722,228 | 30,707 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $412,478 | 18,982 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $446,150 | 18,969 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $442,243 | 18,956 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $443,204 | 22,116 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $398,266 | 18,929 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $366,572 | 18,915 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $325,045 | 18,898 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $336,548 | 18,886 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $350,320 | 18,875 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $404,789 | 18,775 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $376,814 | 18,775 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $352,031 | 18,775 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $417,931 | 18,775 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $409,295 | 18,775 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||