Concurrent Investment Advisors, LLC

Position in RF — Regions Financial Corp

CIK 2001015 Tampa, FL

Position in RF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,347,924

+$779,071 QoQ

Shares Held

143,971

+5.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#245

of 1,096 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $73,176,011 across 55 Banks - Regional names. RF ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	377,499	$18,806,999
2	KEY	Keycorp /New/	435,809	$10,045,396
3	RF	Regions Financial Corp This page	143,971	$4,347,924
4	USB	US Bancorp \De\	71,072	$4,292,748
5	CFR	Cullen/Frost Bankers, Inc.	20,577	$3,179,557
6	PNC	Pnc Financial Services Group, Inc.	10,487	$2,582,109
7	HBAN	Huntington Bancshares Inc /Md/	136,076	$2,412,627
8	PNFP	Pinnacle Financial Partners, Inc.	22,718	$2,291,791

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,347,924	143,971	+5.4%	Shares	Sole	2026-07-27
2026-03-31	$3,568,853	136,633	-1.7%	Shares	Sole	2026-04-21
2025-12-31	$3,767,658	139,028	+15.0%	Shares	Sole	2026-01-29
2025-09-30	$3,187,315	120,869	+0.3%	Shares	Sole	2025-10-27
2025-06-30	$2,833,689	120,480	-13.6%	Shares	Sole	2025-07-25
2025-03-31	$3,029,422	139,412	+372.1%	Shares	Sole	2025-04-29
2024-12-31	$694,498	29,528	+84.4%	Shares	Sole	2025-02-03
2024-09-30	$373,629	16,015	-81.5%	Shares	Sole	2024-10-30
2024-06-30	$1,737,768	86,715	+1.3%	Shares	Sole	2024-07-30
2024-03-31	$1,800,329	85,567	+0.4%	Shares	Sole	2024-05-07
2023-12-31	$1,652,261	85,256	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.