Empirical Wealth Management’s Regions Financial RF Stock Holding History

Empirical Wealth Management’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	$837K	Buy	31,141 +3,338	+12%	+$101K	0.01%	565
2026 Q2	$840K	Buy	27,803 +3,675	+15%	+$103K	0.01%	460
2026 Q1	$630K	Buy	+24,128	New	+$674K	0.01%	496
2025 Q3	–	Sell	-13,046	Closed	-$307K	–	835
2025 Q2	$307K	Buy	13,046 +2,933	+29%	+$62.1K	0.01%	529
2025 Q1	$220K	Sell	10,113 -5,103	-34%	-$119K	0.01%	589
2024 Q4	$358K	Buy	15,216 +2,822	+23%	+$69.7K	0.01%	466
2024 Q3	$289K	Buy	+12,394	New	+$271K	0.01%	471

Other funds holding RF

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Empirical Wealth Management's RF Position: Q3 2026 in Review

Empirical Wealth Management increased its Regions Financial (RF) stake by 12% in Q3 2026, buying an estimated $101K and bringing the position to 31,141 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #565.

Empirical Wealth Management first reported a position in RF in Q3 2024 and has held it in 7 quarters since. The position peaked at $840K in Q2 2026. 700 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Empirical Wealth Management held 31,141 shares of Regions Financial worth $837K as of Q3 2026.
Empirical Wealth Management bought 3,338 Regions Financial shares in Q3 2026, an estimated $101K.
Regions Financial made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #565 holding.
Empirical Wealth Management first reported a position in Regions Financial in Q3 2024 and has held it in 7 quarters since.
Empirical Wealth Management's Regions Financial position peaked at $840K in Q2 2026.
700 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.