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Twin Peaks Wealth Advisors’s Regions Financial RF Stock Holding History

Twin Peaks Wealth 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 		– Sell
-868
Closed -$22.7K – 1740
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Twin Peaks Wealth Advisors's RF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Regions Financial (RF) in Q2 2026, closing a stake of 868 shares — an estimated $22.7K sold.

Twin Peaks Wealth Advisors first reported a position in RF in Q2 2025 and held it in 2 quarters. The position peaked at $22.7K in Q1 2026. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 868 Regions Financial shares in Q2 2026, an estimated $22.7K.
  • Twin Peaks Wealth Advisors first reported a position in Regions Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Regions Financial position peaked at $22.7K in Q1 2026.
  • 1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.