Meriwether Wealth & Planning’s Regions Financial RF Stock Holding History

Meriwether Wealth & Planning’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	$159K	Buy	+5,922	New	+$179K	0.07%	136

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

Meriwether Wealth & Planning's RF Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Regions Financial (RF) in Q3 2026: 5,922 shares worth $159K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings.

259 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Meriwether Wealth & Planning held 5,922 shares of Regions Financial worth $159K as of Q3 2026.
Regions Financial was a new Meriwether Wealth & Planning position in Q3 2026.
Regions Financial made up 0.07% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #136 holding.
259 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.