Position in RF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$263,978
+$46,686 QoQ
Shares Held
8,741
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#784
of 1,096 holders
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MBL Wealth, LLC holds $5,024,956 across 10 Banks - Regional names. RF ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
622 | $1,294,251 | |
| 2 | PRK |
Park National Corp /Oh/
|
5,937 | $1,086,411 | |
| 3 | TFC |
Truist Financial Corp
|
16,625 | $828,257 | |
| 4 | FNB |
Fnb Corp/Pa/
|
22,787 | $434,775 | |
| 5 | RF |
Regions Financial Corp
This page
|
8,741 | $263,978 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,043 | $256,807 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
13,342 | $236,553 | |
| 8 | CBSH |
Commerce Bancshares Inc /Mo/
|
3,766 | $217,486 |
All Filings in RF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,978 | 8,741 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $217,292 | 8,319 | Shares | Sole | 2026-04-28 | |
| 2022-03-31 | $268,032 | 12,041 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $283,103 | 13,285 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||