TrueWealth Advisors’s Regions Financial RF Stock Holding History

TrueWealth Advisors’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	$989K	Sell	32,735 -4,089	-11%	-$115K	0.22%	89
2026 Q1	$962K	Sell	36,824 -5,076	-12%	-$142K	0.24%	78
2025 Q4	$1.14M	Buy	41,900 +8,233	+24%	+$210K	0.29%	63
2025 Q3	$888K	Buy	33,667 +2,960	+10%	+$76.9K	0.24%	79
2025 Q2	$722K	Buy	30,707 +11,725	+62%	+$248K	0.21%	84
2025 Q1	$412K	Buy	18,982 +13	+0.1%	+$303	0.14%	129
2024 Q4	$446K	Buy	18,969 +13	+0.1%	+$321	0.15%	129
2024 Q3	$442K	Sell	18,956 -3,160	-14%	-$69.1K	0.15%	121
2024 Q2	$443K	Buy	22,116 +3,187	+17%	+$61.8K	0.16%	106
2024 Q1	$398K	Buy	18,929 +14	+0.1%	+$265	0.15%	106
2023 Q4	$367K	Buy	18,915 +17	+0.1%	+$282	0.14%	116
2023 Q3	$325K	Buy	18,898 +12	+0.1%	+$227	0.14%	115
2023 Q2	$337K	Buy	18,886 +11	+0.1%	+$194	0.14%	115
2023 Q1	$350K	Buy	18,875 +100	+0.5%	+$2.18K	0.15%	112
2022 Q4	$405K	Hold	18,775	–	–	0.18%	96
2022 Q3	$377K	Hold	18,775	–	–	0.18%	94
2022 Q2	$352K	Hold	18,775	–	–	0.16%	107
2022 Q1	$409K	Hold	18,775	–	–	0.18%	105
2021 Q4	$409K	Buy	+18,775	New	+$429K	0.18%	105

Other funds holding RF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

TrueWealth Advisors's RF Position: Q2 2026 in Review

TrueWealth Advisors reduced its Regions Financial (RF) stake by 11% in Q2 2026, selling an estimated $115K and leaving 32,735 shares worth $989K. The position accounts for 0.22% of the portfolio, ranked #89.

TrueWealth Advisors first reported a position in RF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q4 2025. 252 funds tracked by Wall St. Rank hold RF as of Q2 2026.

TrueWealth Advisors held 32,735 shares of Regions Financial worth $989K as of Q2 2026.
TrueWealth Advisors sold 4,089 Regions Financial shares in Q2 2026, an estimated $115K.
Regions Financial made up 0.22% of TrueWealth Advisors's portfolio in Q2 2026, its #89 holding.
TrueWealth Advisors first reported a position in Regions Financial in Q4 2021 and has held it in 19 quarters since.
TrueWealth Advisors's Regions Financial position peaked at $1.14M in Q4 2025.
252 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.