Position in RF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$635,649
+$338,587 QoQ
Shares Held
21,048
+85.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#571
of 1,096 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $2,712,631 across 3 Banks - Regional names. RF ranks #2 (23.4% of the industry book) .
All Filings in RF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,649 | 21,048 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $297,062 | 11,373 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $321,839 | 11,876 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $336,164 | 12,748 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $307,900 | 13,091 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $283,424 | 13,043 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||