Position in RF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$247,187
+$38,985 QoQ
Shares Held
8,185
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#798
of 1,094 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026XXI WEALTH, LLC holds $1,852,999 across 6 Banks - Regional names. RF ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
15,751 | $951,360 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,485 | $365,636 | |
| 3 | RF |
Regions Financial Corp
This page
|
8,185 | $247,187 | |
| 4 | MFG |
Mizuho Financial Group Inc
|
15,358 | $147,129 | |
| 5 | LYG |
Lloyds Banking Group plc
|
17,538 | $102,246 | |
| 6 | BBD |
Bank Bradesco
|
13,147 | $39,441 |
All Filings in RF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,187 | 8,185 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $208,202 | 7,971 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||