Back to RF-PF

GRIMES & Co WEALTH MANAGEMENT, LLC → RF-PF

GRIMES & Co WEALTH MANAGEMENT, LLC RF-PF Position History

Regions Financial Corporation

Quarters held
6
Latest value
$2K
Q3 2026
Peak value
$25.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$22.9M
Q1 2026$21.9M
Q2 2026$3K
Q2 2026$25.2M
Q3 2026$21.2M
Q3 2026$2K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2K91——
Q3 2026$21.2M788.4K——
Q2 2026$25.2M835.5K——
Q2 2026$3K91——
Q1 2026$21.9M836.6K——
Q4 2025$22.9M846.4K——

Other funds holding RF-PF

Other GRIMES & Co WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$357.7M
VGES

VANGUARD INDEX FDS

$357.2M
ETHA

ISHARES TR

$355.1M
VGES

VANGUARD INDEX FDS

$328.1M
ETHA

ISHARES TR

$323.9M
ETHA

ISHARES TR

$319.9M
VGES

VANGUARD INDEX FDS

$298.8M
VGES

VANGUARD INDEX FDS

$286.2M