Position in RF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$231,513
New position
Shares Held
7,666
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#822
of 1,096 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Navigate Wealth Management, LLC holds $1,252,907 across 2 Banks - Regional names. RF ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
23,548 | $1,021,394 | |
| 2 | RF |
Regions Financial Corp
This page
|
7,666 | $231,513 |
All Filings in RF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,513 | 7,666 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||