Position in RF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$605,418
+$85,605 QoQ
Shares Held
20,047
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#578
of 1,095 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Lynx Investment Advisory holds $5,803,449 across 8 Banks - Regional names. RF ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
26,046 | $1,297,609 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,537 | $1,117,099 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
11,364 | $796,275 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
34,991 | $620,389 | |
| 5 | RF |
Regions Financial Corp
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|
20,047 | $605,418 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
10,381 | $475,760 | |
| 7 | USB |
US Bancorp De
|
7,697 | $464,897 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
6,157 | $426,002 |
All Filings in RF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,418 | 20,047 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $519,813 | 19,901 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $528,584 | 19,505 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $517,273 | 19,616 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $480,371 | 20,424 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $428,819 | 19,734 | Shares | Sole | 2025-06-16 | |
| 2024-12-31 | $549,897 | 23,380 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $544,918 | 23,357 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $467,592 | 23,333 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||