Skip to main content

Monte Financial Group, LLC

SEC CIK
0001755651
Latest filing
Aug 7, 2026

RF holding history

Regions Financial Corp in every 13F filed by Monte Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RF overviewAll 13F holders of RFFull Q2 2026 holdings

Shares (Q2 2026)
215,362
Value
$6.67M
% of portfolio
2.1%
Quarters held
12
Since Q3 2023
Holdings of RF by Monte Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026215,362$6.67M2.1%+6,505+3.1%AddedHolders
Q1 2026208,857$5.46M1.9%−1,636−0.8%ReducedHolders
Q4 2025210,493$5.70M2.1%−2,558−1.2%ReducedHolders
Q3 2025213,051$5.62M2.1%−26,787−11.2%ReducedHolders
Q2 2025239,838$5.64M2.2%+324+0.1%AddedHolders
Q1 2025239,514$4.63M2.0%+2,991+1.3%AddedHolders
Q4 2024236,523$5.56M2.4%−9,092−3.7%ReducedHolders
Q3 2024245,615$5.73M2.4%−2,292−0.9%ReducedHolders
Q2 2024247,907$4.97M2.2%+9,118+3.8%AddedHolders
Q1 2024238,789$5.02M2.2%+2,889+1.2%AddedHolders
Q4 2023235,900$4.57M2.1%+67,671+40.2%AddedHolders
Q3 2023168,229$2.89M1.5%+168,229NewHolders