Position in RF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$833,973
+$129,648 QoQ
Shares Held
27,615
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#509
of 1,095 holders
Holding Since
Jun 2023
10 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $11,860,060 across 17 Banks - Regional names. RF ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNST |
Renasant Corp
|
71,322 | $3,034,037 | |
| 2 | TFC |
Truist Financial Corp
|
29,046 | $1,447,071 | |
| 3 | KEY |
Keycorp /New/
|
39,997 | $921,930 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,597 | $885,653 | |
| 5 | USB |
US Bancorp De
|
14,171 | $855,928 | |
| 6 | RF |
Regions Financial Corp
This page
|
27,615 | $833,973 | |
| 7 | BUSE |
First Busey Corp /Nv/
|
22,252 | $656,434 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
243 | $505,631 |
All Filings in RF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,973 | 27,615 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $704,325 | 26,965 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $724,599 | 26,738 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $217,156 | 8,235 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $295,058 | 12,545 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $640,851 | 27,469 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $593,664 | 29,624 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $619,501 | 29,444 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $583,415 | 30,104 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $183,510 | 10,298 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||