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
Q2 		$6.06K Hold
200
– – 0.01% 245
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tripletail Wealth Management's RF Position: Q2 2026 in Review

Tripletail Wealth Management held its Regions Financial (RF) position steady in Q2 2026 at 200 shares worth $6.06K. The position accounts for 0.01% of the portfolio, ranked #245.

Tripletail Wealth Management first reported a position in RF in Q3 2025 and has held it in 4 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Tripletail Wealth Management held 200 shares of Regions Financial worth $6.06K as of Q2 2026.
  • Tripletail Wealth Management left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.01% of Tripletail Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Tripletail Wealth Management first reported a position in Regions Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.