Position in RF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$248,274
-$442,083 QoQ
Shares Held
8,221
-76.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#797
of 1,096 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $8,834,363 across 16 Banks - Regional names. RF ranks #13 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,318 | $1,555,617 | |
| 2 | USB |
US Bancorp De
|
18,788 | $1,134,795 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,995 | $907,415 | |
| 4 | WTFC |
Wintrust Financial Corp
|
5,389 | $866,120 | |
| 5 | TFC |
Truist Financial Corp
|
13,798 | $687,416 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
9,620 | $674,073 | |
| 7 | FBK |
FB Financial Corp
|
11,112 | $615,049 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
|
13,286 | $542,600 |
All Filings in RF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,274 | 8,221 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $690,357 | 34,449 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $659,540 | 31,347 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||