Atria Investments, Inc

Position in RF — Regions Financial Corp

CIK 1535865 Charlotte, NC

Position in RF

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$4,346,185

+$775,652 QoQ

Shares Held

166,393

+26.3% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

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

Financial Services · as of Mar 31, 2026

Atria Investments, Inc holds $93,777,069 across 63 Banks - Regional names. RF ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	64,714	$13,466,336
2	USB	US Bancorp De	191,259	$9,947,380
3	TFC	Truist Financial Corp	125,570	$5,772,452
4	PNFP	Pinnacle Financial Partners, Inc.	62,155	$5,354,031
5	RF	Regions Financial Corp This page	166,393	$4,346,185
6	FITB	Fifth Third Bancorp	62,754	$2,915,550
7	FHN	First Horizon Corp	98,363	$2,238,741
8	FBK	FB Financial Corp	41,099	$2,134,682

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.