True Wealth Design’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.5K Buy
745
+198
+36% +$5.56K 0.01% 769
2026
Q1
$14.3K Hold
547
﹤0.01% 845
2025
Q4
$14.8K Buy
547
+62
+13% +$1.58K ﹤0.01% 716
2025
Q3
$12.8K Buy
485
+315
+185% +$8.18K ﹤0.01% 751
2025
Q2
$4K Buy
170
+40
+31% +$847 ﹤0.01% 897
2025
Q1
$2.83K Buy
+130
New +$3.03K ﹤0.01% 887

Other funds holding RF

True Wealth Design's RF Position: Q2 2026 in Review

True Wealth Design increased its Regions Financial (RF) stake by 36% in Q2 2026, buying an estimated $5.56K and bringing the position to 745 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #769.

True Wealth Design first reported a position in RF in Q1 2025 and has held it in 6 quarters since. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • True Wealth Design held 745 shares of Regions Financial worth $22.5K as of Q2 2026.
  • True Wealth Design bought 198 Regions Financial shares in Q2 2026, an estimated $5.56K.
  • Regions Financial made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #769 holding.
  • True Wealth Design first reported a position in Regions Financial in Q1 2025 and has held it in 6 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.