True Wealth Design’s Regions Financial RF Stock Holding History

True Wealth Design’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 Q3	$15.1K	Sell	560 -185	-25%	-$5.6K	﹤0.01%	922
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	$2.82K	Buy	+130	New	+$3.03K	﹤0.01%	887

Other funds holding RF

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

True Wealth Design's RF Position: Q3 2026 in Review

True Wealth Design reduced its Regions Financial (RF) stake by 25% in Q3 2026, selling an estimated $5.6K and leaving 560 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

True Wealth Design first reported a position in RF in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.5K in Q2 2026. 142 funds tracked by Wall St. Rank hold RF as of Q3 2026.

True Wealth Design held 560 shares of Regions Financial worth $15.1K as of Q3 2026.
True Wealth Design sold 185 Regions Financial shares in Q3 2026, an estimated $5.6K.
Regions Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #922 holding.
True Wealth Design first reported a position in Regions Financial in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Regions Financial position peaked at $22.5K in Q2 2026.
142 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.