Position in RF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$468,341
New position
Shares Held
15,508
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#624
of 1,094 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OneAscent Wealth Management LLC holds $4,824,548 across 4 Banks - Regional names. RF ranks #3 (9.7% of the industry book) .
All Filings in RF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,341 | 15,508 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||