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 Q3	$1.02M	Sell	37,851 -101	-0.3%	-$3.06K	0.06%	259
2026 Q2	$1.15M	Buy	37,952 +54	+0.1%	+$1.52K	0.06%	221
2026 Q1	$990K	Buy	37,898 +153	+0.4%	+$4.27K	0.06%	242
2025 Q4	$1.02M	Sell	37,745 -375	-1%	-$9.6K	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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Frank Rimerman Advisors's RF Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Regions Financial (RF) stake by 0.27% in Q3 2026, selling an estimated $3.06K and leaving 37,851 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #259.

Frank Rimerman Advisors first reported a position in RF in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q2 2026. 259 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Frank Rimerman Advisors held 37,851 shares of Regions Financial worth $1.02M as of Q3 2026.
Frank Rimerman Advisors sold 101 Regions Financial shares in Q3 2026, an estimated $3.06K.
Regions Financial made up 0.06% of Frank Rimerman Advisors's portfolio in Q3 2026, its #259 holding.
Frank Rimerman Advisors first reported a position in Regions Financial in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's Regions Financial position peaked at $1.15M in Q2 2026.
259 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.