Trivium Point Advisory’s Regions Financial RF Stock Holding History

Trivium Point Advisory’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	$505K	Sell	19,339 -1,896	-9%	-$52.9K	0.09%	184
2025 Q4	$575K	Sell	21,235 -1,095	-5%	-$28K	0.06%	229
2025 Q3	$589K	Buy	22,330 +2,090	+10%	+$54.3K	0.06%	223
2025 Q2	$476K	Buy	20,240 +1,117	+6%	+$23.6K	0.05%	238
2025 Q1	$416K	Sell	19,123 -3,276	-15%	-$76.3K	0.05%	246
2024 Q4	$527K	Buy	22,399 +2,426	+12%	+$59.9K	0.07%	216
2024 Q3	$521K	Sell	19,973 -1,445	-7%	-$31.6K	0.07%	220
2024 Q2	$429K	Buy	21,418 +848	+4%	+$16.4K	0.06%	221
2024 Q1	$433K	Buy	20,570 +765	+4%	+$14.5K	0.09%	167
2023 Q4	$384K	Buy	19,805 +4,670	+31%	+$77.5K	0.09%	158
2023 Q3	$248K	Buy	+15,135	New	+$287K	0.07%	170

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trivium Point Advisory's RF Position: Q1 2026 in Review

Trivium Point Advisory reduced its Regions Financial (RF) stake by 8.9% in Q1 2026, selling an estimated $52.9K and leaving 19,339 shares worth $505K. The position accounts for 0.09% of the portfolio, ranked #184.

Trivium Point Advisory first reported a position in RF in Q3 2023 and has held it in 11 quarters since. The position peaked at $589K in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Trivium Point Advisory held 19,339 shares of Regions Financial worth $505K as of Q1 2026.
Trivium Point Advisory sold 1,896 Regions Financial shares in Q1 2026, an estimated $52.9K.
Regions Financial made up 0.09% of Trivium Point Advisory's portfolio in Q1 2026, its #184 holding.
Trivium Point Advisory first reported a position in Regions Financial in Q3 2023 and has held it in 11 quarters since.
Trivium Point Advisory's Regions Financial position peaked at $589K in Q3 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.