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Perigon Wealth Management’s Regions Financial RF Stock Holding History

Perigon Wealth Management’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 		$2.75M Buy
105,449
+1,177
+1% +$32.9K 0.05% 313
2025
Q4 		$2.83M Buy
104,272
+74
+0.1% +$1.89K 0.05% 298
2025
Q3 		$2.75M Buy
104,198
+2,383
+2% +$61.9K 0.06% 287
2025
Q2 		$2.39M Buy
101,815
+6,825
+7% +$144K 0.06% 299
2025
Q1 		$2.06M Buy
94,990
+1,525
+2% +$35.5K 0.05% 299
2024
Q4 		$2.29M Buy
93,465
+75,038
+407% +$1.85M 0.06% 287
2024
Q3 		$430K Buy
18,427
+798
+5% +$17.4K 0.01% 663
2024
Q2 		$353K Sell
17,629
-2,965
-14% -$57.5K 0.01% 631
2024
Q1 		$433K Buy
20,594
+565
+3% +$10.7K 0.01% 572
2023
Q4 		$388K Buy
20,029
+709
+4% +$11.8K 0.01% 573
2023
Q3 		$332K Sell
19,320
-392
-2% -$7.42K 0.01% 552
2023
Q2 		$351K Buy
19,712
+2,359
+14% +$41.6K 0.01% 557
2023
Q1 		$322K Sell
17,353
-1,584
-8% -$34.5K 0.02% 519
2022
Q4 		$408K Buy
18,937
+7,920
+72% +$172K 0.03% 434
2022
Q3 		$221K Buy
11,017
+724
+7% +$15.3K 0.02% 513
2022
Q2 		$193K Buy
+10,293
New +$212K 0.02% 542
2021
Q1 		– Sell
-4,213
Closed -$68K – 911
2020
Q4 		$68K Buy
+4,213
New +$60.9K 0.01% 649

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perigon Wealth Management's RF Position: Q1 2026 in Review

Perigon Wealth Management increased its Regions Financial (RF) stake by 1.1% in Q1 2026, buying an estimated $32.9K and bringing the position to 105,449 shares worth $2.75M. The position accounts for 0.05% of the portfolio, ranked #313.

Perigon Wealth Management first reported a position in RF in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.83M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Perigon Wealth Management held 105,449 shares of Regions Financial worth $2.75M as of Q1 2026.
  • Perigon Wealth Management bought 1,177 Regions Financial shares in Q1 2026, an estimated $32.9K.
  • Regions Financial made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #313 holding.
  • Perigon Wealth Management first reported a position in Regions Financial in Q4 2020 and has held it in 17 quarters since.
  • Perigon Wealth Management's Regions Financial position peaked at $2.83M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.