BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in RF — Regions Financial Corp
CIK 2010186
CINCINNATI, OH
Position in RF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,171
-$44,785 QoQ
Shares Held
105
-94.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,043
of 1,096 holders
Holding Since
Dec 2020
21 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $72,166,275 across 33 Banks - Regional names. RF ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
359,409 | $21,708,303 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
116,594 | $18,016,104 | |
| 3 | FCF |
First Commonwealth Financial Corp /Pa/
|
778,462 | $15,826,132 | |
| 4 | BY |
Byline Bancorp, Inc.
|
134,158 | $5,052,390 | |
| 5 | WSBC |
Wesbanco Inc
|
81,829 | $3,193,785 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
10,204 | $2,512,428 | |
| 7 | FITB |
Fifth Third Bancorp
|
44,075 | $2,484,507 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
400 | $832,316 |
All Filings in RF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,171 | 105 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $47,956 | 1,836 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $49,593 | 1,830 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $48,257 | 1,830 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $43,041 | 1,830 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $39,005 | 1,795 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $42,218 | 1,795 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $41,877 | 1,795 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $35,971 | 1,795 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $37,766 | 1,795 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $34,787 | 1,795 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,874 | 1,795 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $31,986 | 1,795 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $33,315 | 1,795 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $38,700 | 1,795 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $36,025 | 1,795 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $35,437 | 1,890 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $39,956 | 1,795 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $2,966 | 147 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $3,037 | 147 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $2,369 | 147 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||