Position in RF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$265,729
+$35,900 QoQ
Shares Held
8,799
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#779
of 1,094 holders
Holding Since
Sep 2024
7 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, 2026Carson Advisory Inc. holds $4,530,296 across 7 Banks - Regional names. RF ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
17,679 | $1,783,457 | |
| 2 | TFC |
Truist Financial Corp
|
18,375 | $915,442 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,049 | $504,504 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
6,590 | $455,962 | |
| 5 | NKSH |
National Bankshares Inc
|
10,000 | $363,300 | |
| 6 | RF |
Regions Financial Corp
This page
|
8,799 | $265,729 | |
| 7 | USB |
US Bancorp De
|
4,005 | $241,902 |
All Filings in RF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,729 | 8,799 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $229,829 | 8,799 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $239,130 | 8,824 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $232,688 | 8,824 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $212,244 | 9,024 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $211,562 | 8,995 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $218,485 | 9,365 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||