Position in RF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$50,554
+$28,248 QoQ
Shares Held
1,674
+96.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#915
of 1,096 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,828,808 across 41 Banks - Regional names. RF ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
39,006 | $1,943,278 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
99,253 | $1,759,755 | |
| 3 | USB |
US Bancorp De
|
15,736 | $950,454 | |
| 4 | WSBC |
Wesbanco Inc
|
13,771 | $537,482 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
9,121 | $526,737 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,776 | $381,963 | |
| 7 | WTFC |
Wintrust Financial Corp
|
977 | $157,023 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
352 | $86,669 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,554 | 1,674 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $22,306 | 854 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $23,143 | 854 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22,519 | 854 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,086 | 854 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $18,666 | 859 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $20,086 | 854 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,923 | 854 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $17,114 | 854 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $17,968 | 854 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $18,488 | 954 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $16,408 | 954 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,981 | 504 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,498 | 404 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,710 | 404 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,358 | 267 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,006 | 267 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,943 | 267 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $5,820 | 267 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $8,630 | 405 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $8,132 | 403 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,305 | 402 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $6,464 | 401 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $4,600 | 399 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $6,049 | 544 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||