Position in RF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$998,079
+$142,310 QoQ
Shares Held
33,049
+0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#475
of 1,095 holders
Holding Since
Mar 2021
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, 2026Invst, LLC holds $4,507,574 across 5 Banks - Regional names. RF ranks #1 (22.1% of the industry book) .
All Filings in RF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,079 | 33,049 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $855,769 | 32,763 | Shares | Sole | 2026-05-13 | |
| 2022-12-31 | $443,834 | 20,586 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $457,294 | 22,785 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $417,506 | 22,267 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $490,454 | 22,033 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $479,142 | 21,979 | Shares | Sole | 2022-02-25 | |
| 2021-09-30 | $369,259 | 17,328 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $321,749 | 15,944 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $249,779 | 12,090 | Shares | Sole | 2021-06-23 | |
| No filing history on record for this holder in this stock. | ||||||