Twin Lakes Capital Management’s Regions Financial RF Stock Holding History

Twin Lakes Capital Management’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	$661K	Sell	25,291 -2,771	-10%	-$77.4K	0.3%	46
2025 Q4	$760K	Buy	28,062 +272	+1%	+$6.95K	0.34%	47
2025 Q3	$733K	Buy	27,790 +283	+1%	+$7.35K	0.34%	47
2025 Q2	$647K	Buy	27,507 +307	+1%	+$6.5K	0.39%	49
2025 Q1	$591K	Buy	27,200 +221	+0.8%	+$5.15K	0.4%	47
2024 Q4	$635K	Buy	26,979 +285	+1%	+$7.04K	0.41%	47
2024 Q3	$623K	Buy	26,694 +301	+1%	+$6.58K	0.4%	47
2024 Q2	$529K	Buy	26,393 +297	+1%	+$5.76K	0.36%	50
2024 Q1	$549K	Buy	26,096 +316	+1%	+$5.97K	0.37%	51
2023 Q4	$500K	Hold	25,780	–	–	0.34%	50
2023 Q3	$443K	Buy	25,780 +270	+1%	+$5.11K	0.33%	51
2023 Q2	$455K	Buy	25,510 +265	+1%	+$4.68K	0.32%	53
2023 Q1	$469K	Buy	25,245 +224	+0.9%	+$4.88K	0.35%	53
2022 Q4	$539K	Buy	25,021 +235	+0.9%	+$5.1K	0.42%	47
2022 Q3	$497K	Buy	+24,786	New	+$523K	0.4%	53
2022 Q2	–	Sell	-24,942	Closed	-$555K	–	253
2022 Q1	$555K	Buy	24,942 +598	+2%	+$14.1K	0.31%	57
2021 Q4	$531K	Sell	24,344 -325	-1%	-$7.43K	0.28%	56
2021 Q3	$526K	Sell	24,669 -1,073	-4%	-$21.3K	0.31%	56
2021 Q2	$519K	Sell	25,742 -1,283	-5%	-$27.7K	0.29%	56
2021 Q1	$558K	Buy	27,025 +259	+1%	+$5.06K	0.34%	52
2020 Q4	$431K	Buy	+26,766	New	+$387K	0.31%	56

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

Twin Lakes Capital Management's RF Position: Q1 2026 in Review

Twin Lakes Capital Management reduced its Regions Financial (RF) stake by 9.9% in Q1 2026, selling an estimated $77.4K and leaving 25,291 shares worth $661K. The position accounts for 0.3% of the portfolio, ranked #46.

Twin Lakes Capital Management first reported a position in RF in Q4 2020 and has held it in 21 quarters since. The position peaked at $760K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Twin Lakes Capital Management held 25,291 shares of Regions Financial worth $661K as of Q1 2026.
Twin Lakes Capital Management sold 2,771 Regions Financial shares in Q1 2026, an estimated $77.4K.
Regions Financial made up 0.3% of Twin Lakes Capital Management's portfolio in Q1 2026, its #46 holding.
Twin Lakes Capital Management first reported a position in Regions Financial in Q4 2020 and has held it in 21 quarters since.
Twin Lakes Capital Management's Regions Financial position peaked at $760K in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.