Position in RF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$289,406
+$38,916 QoQ
Shares Held
9,583
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#758
of 1,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fiduciary Alliance LLC holds $9,987,089 across 7 Banks - Regional names. RF ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
71,236 | $3,548,977 | |
| 2 | MTB |
M&T Bank Corp
|
13,318 | $3,169,817 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,404 | $1,084,352 | |
| 4 | FITB |
Fifth Third Bancorp
|
16,448 | $927,173 | |
| 5 | FBNC |
First Bancorp /Nc/
|
9,975 | $637,701 | |
| 6 | USB |
US Bancorp De
|
5,458 | $329,663 | |
| 7 | RF |
Regions Financial Corp
This page
|
9,583 | $289,406 |
All Filings in RF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,406 | 9,583 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $250,490 | 9,590 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $257,693 | 9,509 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $247,904 | 9,401 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $220,264 | 9,365 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||