Frank Rimerman Advisors’s Regions Financial RF Stock Holding History

Frank Rimerman Advisors’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 Q1	$990K	Buy	37,898 +153	+0.4%	+$4.27K	0.06%	242
2025 Q4	$1.02M	Sell	37,745 -375	-1%	-$9.58K	0.06%	227
2025 Q3	$1.01M	Buy	38,120 +396	+1%	+$10.3K	0.06%	227
2025 Q2	$887K	Buy	37,724 +7,333	+24%	+$155K	0.06%	235
2025 Q1	$660K	Sell	30,391 -1,135	-4%	-$26.4K	0.05%	261
2024 Q4	$741K	Buy	31,526 +1,017	+3%	+$25.1K	0.05%	240
2024 Q3	$712K	Buy	30,509 +149	+0.5%	+$3.26K	0.05%	269
2024 Q2	$608K	Buy	30,360 +30,184	+17,150%	+$585K	0.04%	300
2024 Q1	$3.7K	Hold	176	–	–	﹤0.01%	229
2023 Q4	$3.41K	Buy	+176	New	+$2.92K	﹤0.01%	226

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Frank Rimerman Advisors's RF Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Regions Financial (RF) stake by 0.41% in Q1 2026, buying an estimated $4.27K and bringing the position to 37,898 shares worth $990K. The position accounts for 0.06% of the portfolio, ranked #242.

Frank Rimerman Advisors first reported a position in RF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Frank Rimerman Advisors held 37,898 shares of Regions Financial worth $990K as of Q1 2026.
Frank Rimerman Advisors bought 153 Regions Financial shares in Q1 2026, an estimated $4.27K.
Regions Financial made up 0.06% of Frank Rimerman Advisors's portfolio in Q1 2026, its #242 holding.
Frank Rimerman Advisors first reported a position in Regions Financial in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Regions Financial position peaked at $1.02M in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.