TWM
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Tripletail Wealth Management’s Regions Financial RF Stock Holding History

Tripletail 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 		$5.29K Hold
200
– – 0.01% 226
2025
Q4 		$5.42K Hold
200
– – 0.01% 226
2025
Q3 		$5.22K Buy
+200
New +$5.2K 0.01% 281

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

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

Tripletail Wealth Management held its Regions Financial (RF) position steady in Q1 2026 at 200 shares worth $5.29K. The position accounts for 0.01% of the portfolio, ranked #226.

Tripletail Wealth Management first reported a position in RF in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.42K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Tripletail Wealth Management held 200 shares of Regions Financial worth $5.29K as of Q1 2026.
  • Tripletail Wealth Management left its Regions Financial share count unchanged in Q1 2026.
  • Regions Financial made up 0.01% of Tripletail Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Tripletail Wealth Management first reported a position in Regions Financial in Q3 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's Regions Financial position peaked at $5.42K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.