Forthright Family Wealth Advisory LLC
Position in RF — Regions Financial Corp
CIK 2008648
HOUSTON, TX
Position in RF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$234,805
+$24,103 QoQ
Shares Held
7,775
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#816
of 1,096 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Forthright Family Wealth Advisory LLC holds $490,770 across 2 Banks - Regional names. RF ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
3,653 | $255,965 | |
| 2 | RF |
Regions Financial Corp
This page
|
7,775 | $234,805 |
All Filings in RF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,805 | 7,775 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $210,702 | 7,775 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $205,026 | 7,775 | Shares | Sole | 2025-11-04 | |
| 2024-09-30 | $181,390 | 7,775 | Shares | Sole | 2024-12-09 | |
| No filing history on record for this holder in this stock. | ||||||