AlTi Global’s Regions Financial RF Stock Holding History

AlTi Global’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 Q2	$252K	Buy	8,278 +286	+4%	+$8.03K	0.01%	459
2026 Q1	$210K	Buy	+7,992	New	+$223K	﹤0.01%	415

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AlTi Global's RF Position: Q2 2026 in Review

AlTi Global increased its Regions Financial (RF) stake by 3.6% in Q2 2026, buying an estimated $8.03K and bringing the position to 8,278 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #459.

AlTi Global first reported a position in RF in Q1 2026 and has held it in 2 quarters since. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

AlTi Global held 8,278 shares of Regions Financial worth $252K as of Q2 2026.
AlTi Global bought 286 Regions Financial shares in Q2 2026, an estimated $8.03K.
Regions Financial made up 0.01% of AlTi Global's portfolio in Q2 2026, its #459 holding.
AlTi Global first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.