Position in RF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,144
+$290 QoQ
Shares Held
71
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,057
of 1,096 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Caldwell Trust Co holds $5,965,239 across 21 Banks - Regional names. RF ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
12,578 | $2,080,275 | |
| 2 | FNWD |
Finward Bancorp
|
40,430 | $1,487,015 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,652 | $652,975 | |
| 4 | TFC |
Truist Financial Corp
|
7,844 | $390,788 | |
| 5 | ONB |
Old National Bancorp /In/
|
10,689 | $276,845 | |
| 6 | FITB |
Fifth Third Bancorp
|
4,452 | $250,959 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,241 | $199,302 | |
| 8 | USB |
US Bancorp \De\
|
2,603 | $157,221 |
All Filings in RF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144 | 71 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,854 | 71 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,924 | 71 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,872 | 71 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,669 | 71 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $3,889 | 179 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,669 | 71 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,656 | 71 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,422 | 71 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,493 | 71 | Shares | Sole | 2025-09-24 | |
| 2023-09-30 | $2,631 | 153 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $2,726 | 153 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||