Position in RF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,379
+$540 QoQ
Shares Held
145
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,030
of 1,096 holders
Holding Since
Sep 2025
4 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, 2026Westfuller Advisors, LLC holds $414,260 across 20 Banks - Regional names. RF ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
2,010 | $159,654 | |
| 2 | FITB |
Fifth Third Bancorp
|
1,145 | $64,543 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
207 | $50,967 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
460 | $32,232 | |
| 5 | USB |
US Bancorp De
|
484 | $29,233 | |
| 6 | TFC |
Truist Financial Corp
|
580 | $28,895 | |
| 7 | KEY |
Keycorp /New/
|
679 | $15,650 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
647 | $11,471 |
All Filings in RF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,379 | 145 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,839 | 147 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,929 | 145 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,876 | 147 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||