Atwood & Palmer’s Regions Financial RF Stock Holding History

Atwood & Palmer’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$497K	Hold	18,500	–	–	0.03%	119
2026 Q2	$559K	Hold	18,500	–	–	0.03%	114
2026 Q1	$483K	Hold	18,500	–	–	0.03%	119
2025 Q4	$501K	Hold	18,500	–	–	0.03%	116
2025 Q3	$488K	Hold	18,500	–	–	0.03%	116
2025 Q2	$435K	Hold	18,500	–	–	0.03%	119
2025 Q1	$402K	Hold	18,500	–	–	0.03%	118
2024 Q4	$435K	Hold	18,500	–	–	0.03%	116
2024 Q3	$432K	Hold	18,500	–	–	0.03%	117
2024 Q2	$371K	Hold	18,500	–	–	0.03%	117
2024 Q1	$389K	Hold	18,500	–	–	0.03%	118
2023 Q4	$359K	Sell	18,500 -2,500	-12%	-$41.5K	0.03%	125
2023 Q3	$361K	Hold	21,000	–	–	0.03%	115
2023 Q2	$374K	Hold	21,000	–	–	0.03%	117
2023 Q1	$390K	Hold	21,000	–	–	0.04%	105
2022 Q4	$453K	Hold	21,000	–	–	0.04%	113
2022 Q3	$421K	Hold	21,000	–	–	0.04%	113
2022 Q2	$394K	Hold	21,000	–	–	0.04%	111
2022 Q1	$467K	Sell	21,000 -210	-1%	-$4.94K	0.04%	110
2021 Q4	$462K	Buy	21,210 +210	+1%	+$4.8K	0.04%	118
2021 Q3	$448K	Buy	21,000 +2,500	+14%	+$49.7K	0.04%	117
2021 Q2	$373K	Hold	18,500	–	–	0.03%	122
2021 Q1	$382K	Hold	18,500	–	–	0.04%	121
2020 Q4	$298K	Hold	18,500	–	–	0.03%	126
2020 Q3	$213K	Hold	18,500	–	–	0.03%	126
2020 Q2	$206K	Hold	18,500	–	–	0.03%	123
2020 Q1	$166K	Hold	18,500	–	–	0.03%	123
2019 Q4	$317K	Hold	18,500	–	–	0.04%	102
2019 Q3	$293K	Hold	18,500	–	–	0.04%	106
2019 Q2	$276K	Hold	18,500	–	–	0.04%	108
2019 Q1	$262K	Hold	18,500	–	–	0.04%	111
2018 Q4	$248K	Hold	18,500	–	–	0.04%	104
2018 Q3	$339K	Hold	18,500	–	–	0.04%	98
2018 Q2	$329K	Hold	18,500	–	–	0.05%	98
2018 Q1	$344K	Hold	18,500	–	–	0.05%	97
2017 Q4	$320K	Hold	18,500	–	–	0.04%	105
2017 Q3	$282K	Hold	18,500	–	–	0.04%	111
2017 Q2	$271K	Hold	18,500	–	–	0.04%	112
2017 Q1	$269K	Sell	18,500 -125	-0.7%	-$1.84K	0.04%	105
2016 Q4	$267K	Hold	18,625	–	–	0.05%	98
2016 Q3	$184K	Sell	18,625 -315	-2%	-$2.95K	0.03%	116
2016 Q2	$161K	Sell	18,940 -52,775	-74%	-$478K	0.03%	126
2016 Q1	$563K	Sell	71,715 -466,676	-87%	-$3.75M	0.1%	79
2015 Q4	$5.17M	Sell	538,391 -12,730	-2%	-$122K	0.98%	38
2015 Q3	$4.97M	Buy	551,121 +348,428	+172%	+$3.44M	0.97%	40
2015 Q2	$2.1M	Buy	202,693 +12,703	+7%	+$128K	0.38%	53
2015 Q1	$1.79M	Buy	189,990 +30,690	+19%	+$290K	0.32%	56
2014 Q4	$1.68M	Buy	159,300 +16,200	+11%	+$162K	0.31%	52
2014 Q3	$1.29M	Buy	143,100 +63,150	+79%	+$645K	0.24%	59
2014 Q2	$849K	Buy	79,950 +38,700	+94%	+$403K	0.23%	63
2014 Q1	$458K	Buy	+41,250	New	+$435K	0.11%	80

Other funds holding RF

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Atwood & Palmer's RF Position: Q3 2026 in Review

Atwood & Palmer held its Regions Financial (RF) position steady in Q3 2026 at 18,500 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #119.

Atwood & Palmer first reported a position in RF in Q1 2014 and has held it in 51 quarters since. The position peaked at $5.17M in Q4 2015. 40 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Atwood & Palmer held 18,500 shares of Regions Financial worth $497K as of Q3 2026.
Atwood & Palmer left its Regions Financial share count unchanged in Q3 2026.
Regions Financial made up 0.03% of Atwood & Palmer's portfolio in Q3 2026, its #119 holding.
Atwood & Palmer first reported a position in Regions Financial in Q1 2014 and has held it in 51 quarters since.
Atwood & Palmer's Regions Financial position peaked at $5.17M in Q4 2015.
40 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.