DT
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Diversified Trust’s Regions Financial RF Stock Holding History

Diversified Trust’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
Q2 		$1.22M Buy
40,554
+2,113
+5% +$59.3K 0.02% 428
2026
Q1 		$1M Buy
38,441
+349
+0.9% +$9.74K 0.02% 460
2025
Q4 		$1.03M Sell
38,092
-477
-1% -$12.2K 0.02% 433
2025
Q3 		$1.02M Sell
38,569
-118
-0.3% -$3.06K 0.02% 420
2025
Q2 		$910K Sell
38,687
-543
-1% -$11.5K 0.02% 412
2025
Q1 		$852K Buy
39,230
+1,223
+3% +$28.5K 0.02% 414
2024
Q4 		$894K Sell
38,007
-279
-0.7% -$6.89K 0.02% 399
2024
Q3 		$893K Sell
38,286
-1,098
-3% -$24K 0.02% 412
2024
Q2 		$789K Buy
39,384
+7,399
+23% +$144K 0.02% 400
2024
Q1 		$673K Sell
31,985
-150
-0.5% -$2.84K 0.02% 434
2023
Q4 		$623K Buy
32,135
+104
+0.3% +$1.73K 0.02% 429
2023
Q3 		$551K Sell
32,031
-441
-1% -$8.35K 0.02% 431
2023
Q2 		$579K Sell
32,472
-8,777
-21% -$155K 0.02% 419
2023
Q1 		$766K Sell
41,249
-352
-0.8% -$7.67K 0.03% 321
2022
Q4 		$897K Buy
41,601
+12,456
+43% +$270K 0.04% 261
2022
Q3 		$585K Sell
29,145
-13,345
-31% -$282K 0.03% 339
2022
Q2 		$797K Sell
42,490
-32,545
-43% -$672K 0.03% 275
2022
Q1 		$1.67M Sell
75,035
-1,696
-2% -$39.9K 0.06% 169
2021
Q4 		$1.67M Sell
76,731
-1,044
-1% -$23.9K 0.06% 174
2021
Q3 		$1.66M Buy
77,775
+483
+0.6% +$9.61K 0.06% 160
2021
Q2 		$1.56M Sell
77,292
-8,209
-10% -$178K 0.06% 163
2021
Q1 		$1.77M Buy
85,501
+5,214
+6% +$102K 0.07% 142
2020
Q4 		$1.29M Sell
80,287
-8,262
-9% -$119K 0.05% 164
2020
Q3 		$1.02M Buy
88,549
+19,394
+28% +$216K 0.05% 179
2020
Q2 		$769K Buy
69,155
+36,140
+109% +$385K 0.04% 195
2020
Q1 		$296K Sell
33,015
-5,890
-15% -$82.5K 0.02% 300
2019
Q4 		$668K Sell
38,905
-2,185
-5% -$36K 0.03% 187
2019
Q3 		$650K Buy
41,090
+5,000
+14% +$75.6K 0.03% 161
2019
Q2 		$539K Hold
36,090
– – 0.03% 188
2019
Q1 		$511K Buy
36,090
+22
+0.1% +$337 0.02% 184
2018
Q4 		$483K Sell
36,068
-937
-3% -$15.1K 0.03% 179
2018
Q3 		$679K Sell
37,005
-6,860
-16% -$129K 0.03% 145
2018
Q2 		$780K Buy
43,865
+6,860
+19% +$128K 0.05% 126
2018
Q1 		$688K Buy
37,005
+3,530
+11% +$66.9K 0.04% 133
2017
Q4 		$578K Sell
33,475
-911
-3% -$14.6K 0.04% 147
2017
Q3 		$524K Sell
34,386
-7,970
-19% -$115K 0.04% 152
2017
Q2 		$620K Buy
42,356
+3,606
+9% +$50.8K 0.05% 148
2017
Q1 		$563K Buy
38,750
+17,889
+86% +$264K 0.04% 147
2016
Q4 		$300K Buy
20,861
+1,382
+7% +$17.1K 0.03% 185
2016
Q3 		$192K Buy
+19,479
New +$182K 0.02% 265

Other funds holding RF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Diversified Trust's RF Position: Q2 2026 in Review

Diversified Trust increased its Regions Financial (RF) stake by 5.5% in Q2 2026, buying an estimated $59.3K and bringing the position to 40,554 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #428.

Diversified Trust first reported a position in RF in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.77M in Q1 2021. 224 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Diversified Trust held 40,554 shares of Regions Financial worth $1.22M as of Q2 2026.
  • Diversified Trust bought 2,113 Regions Financial shares in Q2 2026, an estimated $59.3K.
  • Regions Financial made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #428 holding.
  • Diversified Trust first reported a position in Regions Financial in Q3 2016 and has held it in 40 quarters since.
  • Diversified Trust's Regions Financial position peaked at $1.77M in Q1 2021.
  • 224 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.