Position in RF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,151,730
+$5,087,012 QoQ
Shares Held
733,501
+12.3% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#102
of 1,095 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $66,543,258 across 37 Banks - Regional names. RF ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
This page
|
733,501 | $22,151,730 | |
| 2 | KEY |
Keycorp /New/
|
520,425 | $11,995,796 | |
| 3 | USB |
US Bancorp De
|
102,173 | $6,171,249 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
19,955 | $4,913,320 | |
| 5 | TFC |
Truist Financial Corp
|
47,314 | $2,357,183 | |
| 6 | FITB |
Fifth Third Bancorp
|
35,927 | $2,025,204 | |
| 7 | EWBC |
East West Bancorp Inc
|
15,629 | $2,017,547 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
16,908 | $1,705,679 |
All Filings in RF
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,151,730 | 733,501 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $17,064,718 | 653,320 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $18,342,987 | 676,863 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,250,014 | 654,153 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $14,491,871 | 616,151 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,627,310 | 535,081 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,201,776 | 518,783 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,867,025 | 594,386 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $8,213,935 | 409,877 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,733,809 | 415,105 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,145,436 | 317,102 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,916,112 | 343,960 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||