Position in RF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$716,434
+$96,790 QoQ
Shares Held
23,723
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#543
of 1,095 holders
Holding Since
Dec 2022
15 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, 2026VIAWEALTH, LLC holds $3,235,577 across 3 Banks - Regional names. RF ranks #2 (22.1% of the industry book) .
All Filings in RF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,434 | 23,723 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $619,644 | 23,723 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $642,893 | 23,723 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $679,449 | 25,766 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $660,065 | 28,064 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $662,113 | 30,470 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $716,654 | 30,470 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $743,177 | 31,855 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $638,374 | 31,855 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $670,229 | 31,855 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $596,225 | 30,765 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $529,158 | 30,765 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $548,232 | 30,765 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $570,998 | 30,765 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $663,293 | 30,765 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||