Anchor Investment Management’s Regions Financial RF Stock Holding History

Anchor Investment 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	$92.6K	Sell	3,547 -2,598	-42%	-$72.5K	0.01%	497
2025 Q4	$167K	Buy	6,145 +1	+0%	+$26	0.01%	410
2025 Q3	$162K	Hold	6,144	–	–	0.01%	413
2025 Q2	$145K	Hold	6,144	–	–	0.01%	419
2025 Q1	$134K	Hold	6,144	–	–	0.01%	419
2024 Q4	$145K	Hold	6,144	–	–	0.01%	412
2024 Q3	$143K	Sell	6,144 -2,000	-25%	-$43.7K	0.01%	412
2024 Q2	$163K	Buy	8,144 +175	+2%	+$3.39K	0.02%	375
2024 Q1	$168K	Buy	7,969 +162	+2%	+$3.06K	0.02%	382
2023 Q4	$151K	Buy	7,807 +174	+2%	+$2.89K	0.02%	385
2023 Q3	$131K	Buy	7,633 +130	+2%	+$2.46K	0.02%	397
2023 Q2	$134K	Buy	7,503 +189	+3%	+$3.34K	0.02%	391
2023 Q1	$136K	Buy	7,314 +670	+10%	+$14.6K	0.02%	396
2022 Q4	$143K	Hold	6,644	–	–	0.02%	388
2022 Q3	$133K	Buy	6,644 +1,625	+32%	+$34.3K	0.02%	392
2022 Q2	$94.1K	Buy	5,019 +25	+0.5%	+$516	0.01%	458
2022 Q1	$111K	Buy	4,994 +2,000	+67%	+$47.1K	0.01%	458
2021 Q4	$65.3K	Hold	2,994	–	–	0.01%	524
2021 Q3	$63.8K	Hold	2,994	–	–	0.01%	493
2021 Q2	$60.4K	Hold	2,994	–	–	0.01%	507
2021 Q1	$61.9K	Hold	2,994	–	–	0.01%	488
2020 Q4	$48.3K	Buy	2,994 +103	+4%	+$1.49K	0.01%	470
2020 Q3	$33.3K	Hold	2,891	–	–	0.01%	504
2020 Q2	$32.1K	Hold	2,891	–	–	0.01%	493
2020 Q1	$25.9K	Buy	2,891 +1,130	+64%	+$15.8K	0.01%	508
2019 Q4	$30.2K	Hold	1,761	–	–	0.01%	525
2019 Q3	$27.9K	Hold	1,761	–	–	0.01%	525
2019 Q2	$26.3K	Buy	1,761 +510	+41%	+$7.53K	0.01%	536
2019 Q1	$17.7K	Buy	1,251 +73	+6%	+$1.12K	﹤0.01%	570
2018 Q4	$15.8K	Hold	1,178	–	–	﹤0.01%	570
2018 Q3	$21.6K	Hold	1,178	–	–	﹤0.01%	561
2018 Q2	$20.9K	Hold	1,178	–	–	0.01%	577
2018 Q1	$21.9K	Hold	1,178	–	–	0.01%	561
2017 Q4	$20.4K	Hold	1,178	–	–	0.01%	564
2017 Q3	$17.9K	Buy	1,178 +144	+14%	+$2.07K	0.01%	562
2017 Q2	$15.1K	Hold	1,034	–	–	0.01%	521
2017 Q1	$15K	Hold	1,034	–	–	0.01%	520
2016 Q4	$14.8K	Sell	1,034 -1,025	-50%	-$12.7K	0.01%	498
2016 Q3	$20.3K	Hold	2,059	–	–	0.01%	442
2016 Q2	$17.5K	Hold	2,059	–	–	0.01%	455
2016 Q1	$16.2K	Buy	+2,059	New	+$16.6K	0.01%	447

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

Anchor Investment Management's RF Position: Q1 2026 in Review

Anchor Investment Management reduced its Regions Financial (RF) stake by 42% in Q1 2026, selling an estimated $72.5K and leaving 3,547 shares worth $92.6K. The position accounts for 0.01% of the portfolio, ranked #497.

Anchor Investment Management first reported a position in RF in Q1 2016 and has held it in 41 quarters since. The position peaked at $168K in Q1 2024. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Anchor Investment Management held 3,547 shares of Regions Financial worth $92.6K as of Q1 2026.
Anchor Investment Management sold 2,598 Regions Financial shares in Q1 2026, an estimated $72.5K.
Regions Financial made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #497 holding.
Anchor Investment Management first reported a position in Regions Financial in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's Regions Financial position peaked at $168K in Q1 2024.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.