Synergy Investment Management, LLC
Position in RF — Regions Financial Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in RF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,141
+$42,977 QoQ
Shares Held
1,859
+268.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#909
of 1,094 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Synergy Investment Management, LLC holds $404,516 across 24 Banks - Regional names. RF ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
1,098 | $76,936 | |
| 2 | HDB |
Hdfc Bank Ltd
|
2,364 | $61,061 | |
| 3 | RF |
Regions Financial Corp
This page
|
1,859 | $56,141 | |
| 4 | FITB |
Fifth Third Bancorp
|
628 | $35,399 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
138 | $33,977 | |
| 6 | USB |
US Bancorp De
|
484 | $29,233 | |
| 7 | MTB |
M&T Bank Corp
|
104 | $24,752 | |
| 8 | UVSP |
UNIVEST FINANCIAL Corp
|
397 | $17,368 |
All Filings in RF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,141 | 1,859 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,164 | 504 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||