Perigon Wealth Management, LLC
Position in RF — Regions Financial Corp
CIK 1575239
SAN FRANCISCO, CA
Position in RF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,189,995
+$435,668 QoQ
Shares Held
105,629
+0.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#283
of 1,079 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $23,435,476 across 32 Banks - Regional names. RF ranks #1 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
This page
|
105,629 | $3,189,995 | |
| 2 | FITB |
Fifth Third Bancorp
|
55,876 | $3,149,730 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
10,107 | $2,488,545 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
25,118 | $1,737,914 | |
| 5 | BMRC |
Bank of Marin Bancorp
|
60,887 | $1,686,569 | |
| 6 | USB |
US Bancorp De
|
23,174 | $1,399,709 | |
| 7 | BOH |
Bank Of Hawaii Corp
|
16,090 | $1,311,174 | |
| 8 | TFC |
Truist Financial Corp
|
16,075 | $800,856 |
All Filings in RF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,189,995 | 105,629 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,754,327 | 105,449 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,825,771 | 104,272 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,747,701 | 104,198 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,394,688 | 101,815 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,064,132 | 94,990 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,198,296 | 93,465 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $429,901 | 18,427 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $353,285 | 17,629 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $433,297 | 20,594 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $388,162 | 20,029 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $332,304 | 19,320 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $351,267 | 19,712 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $322,071 | 17,353 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $408,281 | 18,937 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $221,111 | 11,017 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $192,993 | 10,293 | Shares | Sole | 2022-08-11 | |
| 2020-12-31 | $67,913 | 4,213 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||