Tidemark’s Regions Financial RF Stock Holding History

Tidemark’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 Q2	$3.89K	Buy	129 +2	+2%	+$56	﹤0.01%	626
2026 Q1	$3.33K	Buy	127 +1	+0.8%	+$28	﹤0.01%	599
2025 Q4	$3.42K	Buy	126 +1	+0.8%	+$26	﹤0.01%	541
2025 Q3	$3.3K	Buy	+125	New	+$3.25K	﹤0.01%	562

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tidemark's RF Position: Q2 2026 in Review

Tidemark increased its Regions Financial (RF) stake by 1.6% in Q2 2026, buying an estimated $56 and bringing the position to 129 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Tidemark first reported a position in RF in Q3 2025 and has held it in 4 quarters since. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Tidemark held 129 shares of Regions Financial worth $3.89K as of Q2 2026.
Tidemark bought 2 Regions Financial shares in Q2 2026, an estimated $56.
Regions Financial made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #626 holding.
Tidemark first reported a position in Regions Financial in Q3 2025 and has held it in 4 quarters since.
1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.