Position in RF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$334,585
-$2,780 QoQ
Shares Held
11,079
-14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#707
of 1,096 holders
Holding Since
Dec 2024
7 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, 2026FORTRESS FINANCIAL GROUP, LLC holds $3,115,806 across 4 Banks - Regional names. RF ranks #3 (10.7% of the industry book) .
All Filings in RF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,585 | 11,079 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $337,365 | 12,916 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $333,113 | 12,292 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $320,870 | 12,168 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $283,204 | 12,041 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $258,630 | 11,902 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $280,993 | 11,947 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||