Midwest Trust’s Regions Financial RF Stock Holding History

Midwest 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 Q3	$16.4M	Buy	611,977 +245	+0%	+$7.42K	0.18%	114
2026 Q2	$18.5M	Buy	611,732 +1,074	+0.2%	+$30.1K	0.21%	110
2026 Q1	$16M	Buy	610,658 +1,339	+0.2%	+$37.4K	0.2%	114
2025 Q4	$16.5M	Buy	609,319 +68	+0%	+$1.74K	0.21%	112
2025 Q3	$16.1M	Sell	609,251 -8,052	-1%	-$209K	0.21%	111
2025 Q2	$14.5M	Buy	+617,303	New	+$13.1M	0.2%	118

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

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

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Midwest Trust's RF Position: Q3 2026 in Review

Midwest Trust increased its Regions Financial (RF) stake by 0.04% in Q3 2026, buying an estimated $7.42K and bringing the position to 611,977 shares worth $16.4M. The position accounts for 0.18% of the portfolio, ranked #114.

Midwest Trust first reported a position in RF in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.5M in Q2 2026. 226 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Midwest Trust held 611,977 shares of Regions Financial worth $16.4M as of Q3 2026.
Midwest Trust bought 245 Regions Financial shares in Q3 2026, an estimated $7.42K.
Regions Financial made up 0.18% of Midwest Trust's portfolio in Q3 2026, its #114 holding.
Midwest Trust first reported a position in Regions Financial in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Regions Financial position peaked at $18.5M in Q2 2026.
226 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.