Position in RF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,231
-$27,170 QoQ
Shares Held
107
-90.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,041
of 1,095 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ascentis Independent Advisors holds $250,962 across 6 Banks - Regional names. RF ranks #6 (1.3% of the industry book) .
All Filings in RF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,231 | 107 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $30,401 | 1,164 | Shares | Sole | 2026-04-28 | |
| 2021-03-31 | $454,767 | 22,012 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $364,037 | 22,583 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||