Cyndeo Wealth Partners
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Cyndeo Wealth Partners’s Regions Financial RF Stock Holding History

Cyndeo Wealth Partners’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 		$263K Buy
9,770
+1,855
+23% +$56.2K 0.01% 485
2026
Q2 		$239K Buy
+7,915
New +$222K 0.01% 470
2026
Q1 		– Sell
-8,936
Closed -$242K – 515
2025
Q4 		$242K Buy
8,936
+1,307
+17% +$33.4K 0.01% 439
2025
Q3 		$201K Sell
7,629
-4,280
-36% -$111K 0.01% 465
2025
Q2 		$280K Sell
11,909
-1,005
-8% -$21.3K 0.02% 397
2025
Q1 		$281K Buy
12,914
+3
+0% +$70 0.02% 377
2024
Q4 		$304K Buy
12,911
+3
+0% +$74 0.02% 363
2024
Q3 		$301K Buy
12,908
+3
+0% +$66 0.02% 366
2024
Q2 		$259K Buy
+12,905
New +$250K 0.02% 349
2023
Q2 		– Sell
-10,375
Closed -$193K – 347
2023
Q1 		$193K Sell
10,375
-4,077
-28% -$88.8K 0.02% 311
2022
Q4 		$312K Buy
+14,452
New +$313K 0.04% 256

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Crossmark Global Holdings
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Cyndeo Wealth Partners's RF Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Regions Financial (RF) stake by 23% in Q3 2026, buying an estimated $56.2K and bringing the position to 9,770 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #485.

Cyndeo Wealth Partners first reported a position in RF in Q4 2022 and has held it in 11 quarters since. The position peaked at $312K in Q4 2022. 259 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Cyndeo Wealth Partners held 9,770 shares of Regions Financial worth $263K as of Q3 2026.
  • Cyndeo Wealth Partners bought 1,855 Regions Financial shares in Q3 2026, an estimated $56.2K.
  • Regions Financial made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #485 holding.
  • Cyndeo Wealth Partners first reported a position in Regions Financial in Q4 2022 and has held it in 11 quarters since.
  • Cyndeo Wealth Partners's Regions Financial position peaked at $312K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.