Caldwell Trust Co
- SEC CIK
- 0002080218
- Latest filing
- Aug 3, 2026
RF holding history
Regions Financial Corp in every 13F filed by Caldwell Trust Co, 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 2026)
- 71
- Value
- $2.14K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 71 | $2.14K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 71 | $1.85K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 71 | $1.92K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 71 | $1.87K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 71 | $1.67K | <0.1% | −108−60.3% | Reduced | Holders |
| Q1 2025 | 179 | $3.89K | <0.1% | +108+152.1% | Added | Holders |
| Q4 2024 | 71 | $1.67K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 71 | $1.66K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 71 | $1.42K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 71 | $1.49K | <0.1% | +71 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −153−100.0% | Sold out | Holders |
| Q3 2023 | 153 | $2.63K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 153 | $2.73K | <0.1% | +153 | New | Holders |