Position in RF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$239,033
-$3,132 QoQ
Shares Held
7,915
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#810
of 1,096 holders
Holding Since
Dec 2022
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, 2026Cyndeo Wealth Partners, LLC holds $8,492,706 across 6 Banks - Regional names. RF ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,547 | $3,335,542 | |
| 2 | SSB |
SouthState Bank Corp
|
22,099 | $2,207,690 | |
| 3 | CZFS |
Citizens Financial Services Inc
|
16,381 | $1,186,639 | |
| 4 | TFC |
Truist Financial Corp
|
15,851 | $789,696 | |
| 5 | FITB |
Fifth Third Bancorp
|
13,023 | $734,106 | |
| 6 | RF |
Regions Financial Corp
This page
|
7,915 | $239,033 |
All Filings in RF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,033 | 7,915 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $242,165 | 8,936 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $201,176 | 7,629 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $280,099 | 11,909 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $280,621 | 12,914 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $303,666 | 12,911 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $301,143 | 12,908 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $258,616 | 12,905 | Shares | Sole | 2024-07-30 | |
| 2023-03-31 | $192,560 | 10,375 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $311,585 | 14,452 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||