Twin Peaks Wealth Advisors’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
Q1
$22.7K Buy
+868
New +$24.2K 0.01% 666
2025
Q3
Sell
-830
Closed -$21K 1654
2025
Q2
$21K Buy
+830
New +$17.6K 0.01% 586

Other funds holding RF

Twin Peaks Wealth Advisors's RF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Regions Financial (RF) in Q1 2026: 868 shares worth $22.7K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in RF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in RF in Q2 2025 and has held it in 2 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Twin Peaks Wealth Advisors held 868 shares of Regions Financial worth $22.7K as of Q1 2026.
  • Regions Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Regions Financial made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #666 holding.
  • Twin Peaks Wealth Advisors first reported a position in Regions Financial in Q2 2025 and has held it in 2 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.