AGF Management’s Regions Financial RF Stock Holding History

AGF Management’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34M	Sell	51,176 -12,129	-19%	-$339K	0.01%	505
2025 Q4	$1.72M	Hold	63,305	–	–	0.01%	493
2025 Q3	$1.67M	Buy	+63,305	New	+$1.64M	0.01%	503
2024 Q4	–	Sell	-29,576	Closed	-$690K	–	744
2024 Q3	$690K	Buy	+29,576	New	+$646K	﹤0.01%	598
2024 Q1	–	Sell	-12,712	Closed	-$246K	–	753
2023 Q4	$246K	Sell	12,712 -336	-3%	-$5.58K	﹤0.01%	696
2023 Q3	$224K	Sell	13,048 -344,230	-96%	-$6.52M	﹤0.01%	712
2023 Q2	$6.37M	Buy	357,278 +156,502	+78%	+$2.76M	0.05%	230
2023 Q1	$3.73M	Buy	200,776 +143	+0.1%	+$3.11K	0.03%	303
2022 Q4	$4.33M	Buy	+200,633	New	+$4.35M	0.03%	268

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGF Management's RF Position: Q1 2026 in Review

AGF Management reduced its Regions Financial (RF) stake by 19% in Q1 2026, selling an estimated $339K and leaving 51,176 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #505.

AGF Management first reported a position in RF in Q4 2022 and has held it in 9 quarters since. The position peaked at $6.37M in Q2 2023. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

AGF Management held 51,176 shares of Regions Financial worth $1.34M as of Q1 2026.
AGF Management sold 12,129 Regions Financial shares in Q1 2026, an estimated $339K.
Regions Financial made up 0.01% of AGF Management's portfolio in Q1 2026, its #505 holding.
AGF Management first reported a position in Regions Financial in Q4 2022 and has held it in 9 quarters since.
AGF Management's Regions Financial position peaked at $6.37M in Q2 2023.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.