Position in RF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,274
+$16,152 QoQ
Shares Held
572
+807.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#965
of 1,095 holders
Holding Since
Dec 2022
4 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, 2026Richard W. Paul & Associates, LLC holds $87,667 across 4 Banks - Regional names. RF ranks #3 (19.7% of the industry book) .
All Filings in RF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,274 | 572 | Shares | Sole | 2026-08-10 | |
| 2023-06-30 | $1,122 | 63 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $983 | 53 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,164 | 54 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||