GRIMES & Co WEALTH MANAGEMENT, LLC
Position in RF — Regions Financial Corp
CIK 1321993
WESTBOROUGH, MA
Position in RF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$25,234,999
+$3,382,825 QoQ
Shares Held
835,596
-0.1% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#92
of 1,096 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,019,982 across 9 Banks - Regional names. RF ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
This page
|
835,596 | $25,234,999 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
121,221 | $8,387,280 | |
| 3 | USB |
US Bancorp \De\
|
89,299 | $5,393,658 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
37,150 | $2,603,100 | |
| 5 | MTB |
M&T Bank Corp
|
6,091 | $1,449,718 | |
| 6 | TRMK |
Trustmark Corp
|
17,883 | $822,796 | |
| 7 | EBC |
Eastern Bankshares, Inc.
|
21,411 | $476,180 | |
| 8 | ECBK |
ECB Bancorp, Inc. /MD/
|
20,000 | $401,600 |
All Filings in RF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,234,999 | 835,596 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $21,852,174 | 836,607 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $22,936,085 | 846,350 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,840,668 | 904,083 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $23,011,027 | 978,360 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $21,151,308 | 973,369 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $22,647,408 | 962,900 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,083,128 | 946,555 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $20,686,490 | 1,032,260 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $21,241,836 | 1,009,593 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $11,841,102 | 610,996 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $17,042,448 | 990,840 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $17,410,638 | 977,028 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $17,445,100 | 939,930 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $20,475,057 | 949,678 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $19,072,099 | 950,279 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $17,556,450 | 936,344 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $20,499,456 | 920,910 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $18,746,277 | 859,921 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $17,981,910 | 843,825 | Shares | Sole | 2021-11-08 | |
| 2020-09-30 | $132,618 | 11,502 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $127,902 | 11,502 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $103,172 | 11,502 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||