Olistico Wealth
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Olistico Wealth’s Regions Financial RF Stock Holding History

Olistico Wealth’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 		$8.76K Sell
326
-400
-55% -$12.1K ﹤0.01% 269
2026
Q2 		$21.9K Sell
726
-594
-45% -$16.7K 0.01% 211
2026
Q1 		$34.5K Sell
1,320
-620
-32% -$17.3K 0.02% 186
2025
Q4 		$52.6K Buy
+1,940
New +$49.6K 0.03% 157
2025
Q3 		– Sell
-2,190
Closed -$51.5K – 282
2025
Q2 		$51.5K Buy
+2,190
New +$46.4K 0.03% 165

Other funds holding RF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Olistico Wealth's RF Position: Q3 2026 in Review

Olistico Wealth reduced its Regions Financial (RF) stake by 55% in Q3 2026, selling an estimated $12.1K and leaving 326 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Olistico Wealth first reported a position in RF in Q2 2025 and has held it in 5 quarters since. The position peaked at $52.6K in Q4 2025. 700 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Olistico Wealth held 326 shares of Regions Financial worth $8.76K as of Q3 2026.
  • Olistico Wealth sold 400 Regions Financial shares in Q3 2026, an estimated $12.1K.
  • Regions Financial made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #269 holding.
  • Olistico Wealth first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • Olistico Wealth's Regions Financial position peaked at $52.6K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.