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Wedmont Private Capital’s Regions Financial RF Stock Holding History

Wedmont Private Capital’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 		$245K Sell
9,033
-311
-3% -$9.42K 0.01% 874
2026
Q2 		$290K Buy
9,344
+418
+5% +$11.7K 0.01% 750
2026
Q1 		$245K Buy
8,926
+1,176
+15% +$32.8K 0.01% 736
2025
Q4 		$221K Sell
7,750
-43
-0.6% -$1.1K 0.01% 755
2025
Q3 		$201K Buy
+7,793
New +$202K 0.01% 768
2025
Q1 		– Sell
-8,883
Closed -$205K – 754
2024
Q4 		$205K Buy
+8,883
New +$220K 0.01% 660

Other funds holding RF

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Wedmont Private Capital's RF Position: Q3 2026 in Review

Wedmont Private Capital reduced its Regions Financial (RF) stake by 3.3% in Q3 2026, selling an estimated $9.42K and leaving 9,033 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #874.

Wedmont Private Capital first reported a position in RF in Q4 2024 and has held it in 6 quarters since. The position peaked at $290K in Q2 2026. 40 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Wedmont Private Capital held 9,033 shares of Regions Financial worth $245K as of Q3 2026.
  • Wedmont Private Capital sold 311 Regions Financial shares in Q3 2026, an estimated $9.42K.
  • Regions Financial made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #874 holding.
  • Wedmont Private Capital first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • Wedmont Private Capital's Regions Financial position peaked at $290K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.