Position in RF
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$206,990
New position
Shares Held
6,854
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#849
of 1,096 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 202649 WEALTH MANAGEMENT, LLC holds $206,990 across 1 Banks - Regional name. RF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
This page
|
6,854 | $206,990 |
All Filings in RF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,990 | 6,854 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||