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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
Q3 		$839K Sell
31,223
-1,512
-5% -$45.8K 0.19% 102
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

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

TrueWealth Advisors's RF Position: Q3 2026 in Review

TrueWealth Advisors reduced its Regions Financial (RF) stake by 4.6% in Q3 2026, selling an estimated $45.8K and leaving 31,223 shares worth $839K. The position accounts for 0.19% of the portfolio, ranked #102.

TrueWealth Advisors first reported a position in RF in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.14M in Q4 2025. 379 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • TrueWealth Advisors held 31,223 shares of Regions Financial worth $839K as of Q3 2026.
  • TrueWealth Advisors sold 1,512 Regions Financial shares in Q3 2026, an estimated $45.8K.
  • Regions Financial made up 0.19% of TrueWealth Advisors's portfolio in Q3 2026, its #102 holding.
  • TrueWealth Advisors first reported a position in Regions Financial in Q4 2021 and has held it in 20 quarters since.
  • TrueWealth Advisors's Regions Financial position peaked at $1.14M in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.