Robertson Stephens Wealth Management, LLC
- SEC CIK
- 0001767307
- Latest filing
- Jul 29, 2026
RF holding history
Regions Financial Corp in every 13F filed by Robertson Stephens Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
RF overviewAll 13F holders of RFFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −10,673−100.0% | Sold out | Holders |
| Q1 2025 | 10,673 | $234.6K | <0.1% | −519−4.6% | Reduced | Holders |
| Q4 2024 | 11,192 | $266.0K | <0.1% | −602−5.1% | Reduced | Holders |
| Q3 2024 | 11,794 | $278.1K | <0.1% | +11,794 | New | Holders |