Perigon Wealth Management
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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
Q3 		$2.86M Buy
106,312
+683
+0.6% +$20.7K 0.04% 330
2026
Q2 		$3.19M Buy
105,629
+180
+0.2% +$5.05K 0.05% 318
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

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Perigon Wealth Management's RF Position: Q3 2026 in Review

Perigon Wealth Management increased its Regions Financial (RF) stake by 0.65% in Q3 2026, buying an estimated $20.7K and bringing the position to 106,312 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #330.

Perigon Wealth Management first reported a position in RF in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.19M in Q2 2026. 352 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Perigon Wealth Management held 106,312 shares of Regions Financial worth $2.86M as of Q3 2026.
  • Perigon Wealth Management bought 683 Regions Financial shares in Q3 2026, an estimated $20.7K.
  • Regions Financial made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #330 holding.
  • Perigon Wealth Management first reported a position in Regions Financial in Q4 2020 and has held it in 19 quarters since.
  • Perigon Wealth Management's Regions Financial position peaked at $3.19M in Q2 2026.
  • 352 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.