Position in RF
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,999,934
+$22,620 QoQ
Shares Held
114,852
+4.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HB Wealth Management, LLC holds $73,564,806 across 55 Banks - Regional names. RF ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
263,377 | $13,698,237 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
54,330 | $11,305,529 | |
| 3 | TFC |
Truist Financial Corp
|
131,893 | $6,063,121 | |
| 4 | FITB |
Fifth Third Bancorp
|
126,840 | $5,892,986 | |
| 5 | RF |
Regions Financial Corp
This page
|
114,852 | $2,999,934 | |
| 6 | TRMK |
Trustmark Corp
|
66,317 | $2,794,598 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
37,947 | $2,275,681 | |
| 8 | SSB |
SouthState Bank Corp
|
18,045 | $1,669,523 |
All Filings in RF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,999,934 | 114,852 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,977,314 | 109,864 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,828,287 | 107,254 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,189,147 | 93,076 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,138,710 | 98,422 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,146,882 | 91,279 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,255,054 | 96,659 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,966,905 | 98,149 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,034,988 | 96,720 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,863,755 | 96,169 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,704,726 | 99,112 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,676,915 | 94,103 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,926,602 | 103,804 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,284,001 | 105,937 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,748,277 | 87,109 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,562,831 | 83,351 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,861,381 | 83,620 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,774,498 | 81,399 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||