LJI Wealth Management, LLC

Position in RF — Regions Financial Corp

CIK 1988563 Indianapolis, IN

Position in RF

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$783,388

+$105,836 QoQ

Shares Held

25,940

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#520

of 1,096 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LJI Wealth Management, LLC holds $2,779,321 across 5 Banks - Regional names. RF ranks #1 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp This page	25,940	$783,388
2	MBIN	Merchants Bancorp	15,000	$750,000
3	PNC	Pnc Financial Services Group, Inc.	2,039	$502,042
4	HBAN	Huntington Bancshares Inc /Md/	23,647	$419,261
5	IBCP	Independent Bank Corp /Mi/	9,000	$324,630

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$783,388	25,940	0.0%	Shares	Sole	2026-07-31
2026-03-31	$677,552	25,940	0.0%	Shares	Sole	2026-05-05
2025-12-31	$702,974	25,940	0.0%	Shares	Sole	2026-02-03
2025-09-30	$684,037	25,940	-4.1%	Shares	Sole	2025-10-29
2025-06-30	$635,980	27,040	-1.5%	Shares	Sole	2025-07-31
2025-03-31	$596,271	27,440	-3.5%	Shares	Sole	2025-05-02
2024-12-31	$668,908	28,440	-3.2%	Shares	Sole	2025-01-28
2024-09-30	$685,668	29,390	0.0%	Shares	Sole	2024-11-06
2024-06-30	$588,975	29,390	-0.9%	Shares	Sole	2024-08-12
2023-12-31	$574,946	29,667	+0.8%	Shares	Sole	2024-02-13
2023-09-30	$505,972	29,417	-0.2%	Shares	Sole	2024-02-02
2023-06-30	$525,101	29,467	+1.0%	Shares	Sole	2024-02-02
2023-03-31	$541,339	29,167	+3.0%	Shares	Sole	2024-02-02
2022-12-31	$610,514	28,317	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.