Atria Investments, Inc

Position in RF — Regions Financial Corp

CIK 1535865 Charlotte, NC

Position in RF

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,085,020

-$1,261,165 QoQ

Shares Held

102,153

-38.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#295

of 1,100 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. RF ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	65,354	$16,091,461
2	USB	US Bancorp De	193,924	$11,713,009
3	PNFP	Pinnacle Financial Partners, Inc.	65,020	$6,559,217
4	TFC	Truist Financial Corp	97,766	$4,870,702
5	FITB	Fifth Third Bancorp	64,043	$3,610,103
6	RF	Regions Financial Corp This page	102,153	$3,085,020
7	UMBF	Umb Financial Corp	16,041	$2,290,013
8	CFG	Citizens Financial Group Inc/Ri	31,425	$2,201,949

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,085,020	102,153	-38.6%	Shares	Sole	2026-07-28
2026-03-31	$4,346,185	166,393	+26.3%	Shares	Sole	2026-05-05
2025-12-31	$3,570,533	131,754	+413.2%	Shares	Sole	2026-02-05
2025-09-30	$677,049	25,675	+5.3%	Shares	Sole	2025-11-06
2025-06-30	$573,676	24,391	+13.5%	Shares	Sole	2025-08-04
2025-03-31	$467,129	21,497	-1.3%	Shares	Sole	2025-05-06
2024-12-31	$512,406	21,786	+14.1%	Shares	Sole	2025-02-06
2024-09-30	$445,603	19,100	+4.1%	Shares	Sole	2024-11-01
2024-06-30	$367,653	18,346	-60.9%	Shares	Sole	2024-08-13
2021-12-31	$1,023,139	46,933	-5.7%	Shares	Sole	2022-02-04
2021-09-30	$1,060,918	49,785	+219.5%	Shares	Sole	2021-11-16
2020-03-31	$139,770	15,582	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.