Position in RF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$604,875
+$218,012 QoQ
Shares Held
20,029
+35.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#579
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, 2026Clearstead Advisors, LLC holds $66,467,364 across 194 Banks - Regional names. RF ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
895,538 | $20,642,150 | |
| 2 | TFC |
Truist Financial Corp
|
148,625 | $7,404,497 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,966 | $6,885,788 | |
| 4 | FITB |
Fifth Third Bancorp
|
114,584 | $6,459,100 | |
| 5 | TFSL |
TFS Financial CORP
|
238,605 | $4,228,080 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
213,052 | $3,777,411 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,058 | $2,201,475 | |
| 8 | FMNB |
Farmers National Banc Corp /Oh/
|
105,002 | $1,533,029 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,875 | 20,029 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $386,863 | 14,811 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $712,242 | 26,282 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $648,675 | 24,599 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $572,006 | 24,320 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $314,041 | 14,452 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $336,383 | 14,302 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $336,418 | 14,420 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $288,896 | 14,416 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $300,829 | 14,298 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $278,413 | 14,366 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $254,732 | 14,810 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $254,790 | 14,298 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $277,843 | 14,970 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $313,353 | 14,534 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $327,141 | 16,300 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $292,162 | 15,582 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $366,867 | 16,481 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $360,920 | 16,556 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $358,860 | 16,840 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $136,537 | 6,766 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $118,195 | 5,721 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $76,602 | 4,752 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $44,390 | 3,850 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $42,812 | 3,850 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||