Position in RF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$560,119
+$114,930 QoQ
Shares Held
18,547
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#597
of 1,095 holders
Holding Since
Sep 2024
8 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, 2026UPTICK PARTNERS, LLC holds $1,311,459 across 3 Banks - Regional names. RF ranks #1 (42.7% of the industry book) .
All Filings in RF
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,119 | 18,547 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $445,189 | 17,044 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $465,686 | 17,184 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $455,620 | 17,278 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $362,372 | 15,407 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $334,794 | 15,407 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $362,372 | 15,407 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $336,301 | 14,415 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||