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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

RF holding history

Regions Financial Corp in every 13F filed by XML Financial, 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)
27,375
Value
$826.7K
% of portfolio
0.1%
Quarters held
19
Since Q3 2021
Holdings of RF by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,375$826.7K0.1%−300−1.1%ReducedHolders
Q1 202627,675$722.9K0.1%00.0%UnchangedHolders
Q4 202527,675$750.0K0.1%−5,300−16.1%ReducedHolders
Q3 202532,975$869.6K0.1%−2,500−7.0%ReducedHolders
Q2 202535,475$834.4K0.1%−1,025−2.8%ReducedHolders
Q1 202536,500$793.1K0.1%−2,000−5.2%ReducedHolders
Q4 202438,500$905.5K0.1%−250−0.6%ReducedHolders
Q3 202438,750$904.0K0.1%−9,250−19.3%ReducedHolders
Q2 202448,000$961.9K0.1%−2,500−5.0%ReducedHolders
Q1 202450,500$1.06M0.1%−6,750−11.8%ReducedHolders
Q4 202357,250$1.11M0.1%−400−0.7%ReducedHolders
Q3 202357,650$991.6K0.1%−3,000−4.9%ReducedHolders
Q2 202360,650$1.08M0.1%−1,250−2.0%ReducedHolders
Q1 202361,900$1.15M0.1%00.0%UnchangedHolders
Q4 202261,900$1.33M0.2%−150−0.2%ReducedHolders
Q3 202262,050$1.25M0.2%+62,050NewHolders
Q2 20220$00.0%−61,800−100.0%Sold outHolders
Q1 202261,800$1.38M0.2%+400+0.7%AddedHolders
Q4 202161,400$1.34M0.2%00.0%UnchangedHolders
Q3 202161,400$1.31M0.2%+61,400NewHolders