GRIMES & Co WEALTH MANAGEMENT, LLC

Position in RF — Regions Financial Corp

CIK 1321993 WESTBOROUGH, MA

Position in RF

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$21,852,174

-$1,083,911 QoQ

Shares Held

836,607

-1.2% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $37,605,712 across 9 Banks - Regional names. RF ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp This page	836,607	$21,852,174
2	ZION	Zions Bancorporation, National Association /Ut/	120,989	$6,971,386
3	USB	US Bancorp De	81,423	$4,234,810
4	CFG	Citizens Financial Group Inc/Ri	24,988	$1,498,530
5	MTB	M&T Bank Corp	6,090	$1,258,924
6	TRMK	Trustmark Corp	19,755	$832,475
7	EBC	Eastern Bankshares, Inc.	21,309	$416,804
8	ECBK	ECB Bancorp, Inc. /MD/	20,000	$334,600

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,852,174	836,607	-1.2%	Shares	Sole	2026-04-21
2025-12-31	$22,936,085	846,350	-6.4%	Shares	Sole	2026-02-03
2025-09-30	$23,840,668	904,083	-7.6%	Shares	Sole	2025-10-27
2025-06-30	$23,011,027	978,360	+0.5%	Shares	Sole	2025-07-22
2025-03-31	$21,151,308	973,369	+1.1%	Shares	Sole	2025-04-17
2024-12-31	$22,647,408	962,900	+1.7%	Shares	Sole	2025-01-21
2024-09-30	$22,083,128	946,555	-8.3%	Shares	Sole	2024-10-22
2024-06-30	$20,686,490	1,032,260	+2.2%	Shares	Sole	2024-07-22
2024-03-31	$21,241,836	1,009,593	+65.2%	Shares	Sole	2024-04-17
2023-12-31	$11,841,102	610,996	-38.3%	Shares	Sole	2024-01-24
2023-09-30	$17,042,448	990,840	+1.4%	Shares	Sole	2023-10-19
2023-06-30	$17,410,638	977,028	+3.9%	Shares	Sole	2023-07-19
2023-03-31	$17,445,100	939,930	-1.0%	Shares	Sole	2023-04-20
2022-12-31	$20,475,057	949,678	-0.1%	Shares	Sole	2023-01-25
2022-09-30	$19,072,099	950,279	+1.5%	Shares	Sole	2022-10-28
2022-06-30	$17,556,450	936,344	+1.7%	Shares	Sole	2022-07-22
2022-03-31	$20,499,456	920,910	+7.1%	Shares	Sole	2022-05-06
2021-12-31	$18,746,277	859,921	+1.9%	Shares	Sole	2022-02-01
2021-09-30	$17,981,910	843,825	+7236.3%	Shares	Sole	2021-11-08
2020-09-30	$132,618	11,502	0.0%	Shares	Sole	2020-11-12
2020-06-30	$127,902	11,502	0.0%	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.