Position in RF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$273,763
+$38,135 QoQ
Shares Held
9,065
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#760
of 1,079 holders
Holding Since
Mar 2024
10 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, 2026Continuum Advisory, LLC holds $2,453,013 across 45 Banks - Regional names. RF ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
7,298 | $511,370 | |
| 2 | USB |
US Bancorp De
|
7,744 | $467,737 | |
| 3 | TFC |
Truist Financial Corp
|
5,915 | $294,685 | |
| 4 | RF |
Regions Financial Corp
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|
9,065 | $273,763 | |
| 5 | LYG |
Lloyds Banking Group plc
|
37,450 | $218,333 | |
| 6 | KEY |
Keycorp /New/
|
6,416 | $147,888 | |
| 7 | WTFC |
Wintrust Financial Corp
|
597 | $95,949 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
367 | $90,362 |
All Filings in RF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,763 | 9,065 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $235,628 | 9,021 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $244,469 | 9,021 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $239,597 | 9,086 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $204,529 | 8,696 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $189,333 | 8,713 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $203,400 | 8,648 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $193,708 | 8,303 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $166,953 | 8,331 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $171,181 | 8,136 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||