AssetMark Inc
RF icon

AssetMark Inc’s Regions Financial RF Stock Holding History

AssetMark Inc’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 		$3.42M Buy
113,378
+72,745
+179% +$2.04M 0.01% 831
2026
Q1 		$1.06M Buy
40,633
+4,698
+13% +$131K ﹤0.01% 1030
2025
Q4 		$974K Buy
35,935
+5,850
+19% +$149K ﹤0.01% 1022
2025
Q3 		$793K Sell
30,085
-161
-0.5% -$4.18K ﹤0.01% 1015
2025
Q2 		$711K Buy
30,246
+7,870
+35% +$167K ﹤0.01% 986
2025
Q1 		$486K Buy
22,376
+820
+4% +$19.1K ﹤0.01% 991
2024
Q4 		$507K Buy
21,556
+2,919
+16% +$72.1K ﹤0.01% 954
2024
Q3 		$435K Buy
18,637
+1,184
+7% +$25.9K ﹤0.01% 907
2024
Q2 		$350K Sell
17,453
-1,316
-7% -$25.5K ﹤0.01% 916
2024
Q1 		$395K Buy
18,769
+6,763
+56% +$128K ﹤0.01% 853
2023
Q4 		$233K Buy
12,006
+2,854
+31% +$47.4K ﹤0.01% 896
2023
Q3 		$157K Buy
9,152
+783
+9% +$14.8K ﹤0.01% 913
2023
Q2 		$149K Sell
8,369
-2,458
-23% -$43.4K ﹤0.01% 885
2023
Q1 		$201K Buy
10,827
+1,465
+16% +$31.9K ﹤0.01% 828
2022
Q4 		$202K Buy
9,362
+506
+6% +$11K ﹤0.01% 818
2022
Q3 		$178K Buy
8,856
+379
+4% +$8K ﹤0.01% 779
2022
Q2 		$159K Sell
8,477
-1,878
-18% -$38.8K ﹤0.01% 764
2022
Q1 		$231K Sell
10,355
-1,105
-10% -$26K ﹤0.01% 708
2021
Q4 		$250K Sell
11,460
-1,086
-9% -$24.8K ﹤0.01% 660
2021
Q3 		$267K Buy
12,546
+864
+7% +$17.2K ﹤0.01% 535
2021
Q2 		$236K Buy
11,682
+1,188
+11% +$25.7K ﹤0.01% 557
2021
Q1 		$217K Sell
10,494
-532
-5% -$10.4K ﹤0.01% 545
2020
Q4 		$178K Buy
11,026
+867
+9% +$12.5K ﹤0.01% 559
2020
Q3 		$117K Buy
10,159
+2,666
+36% +$29.7K ﹤0.01% 575
2020
Q2 		$83K Buy
7,493
+2,188
+41% +$23.3K ﹤0.01% 595
2020
Q1 		$48K Sell
5,305
-1,764
-25% -$24.7K ﹤0.01% 696
2019
Q4 		$121K Buy
7,069
+52
+0.7% +$856 ﹤0.01% 604
2019
Q3 		$111K Sell
7,017
-104
-1% -$1.57K ﹤0.01% 593
2019
Q2 		$106K Sell
7,121
-1,710
-19% -$25.3K ﹤0.01% 593
2019
Q1 		$125K Sell
8,831
-3,517
-28% -$53.9K ﹤0.01% 534
2018
Q4 		$165K Sell
12,348
-4,538
-27% -$72.9K ﹤0.01% 469
2018
Q3 		$310K Buy
16,886
+2,394
+17% +$45.1K ﹤0.01% 398
2018
Q2 		$258K Sell
14,492
-5,688
-28% -$107K ﹤0.01% 420
2018
Q1 		$375K Buy
20,180
+4,336
+27% +$82.2K ﹤0.01% 371
2017
Q4 		$274K Sell
15,844
-29,884
-65% -$478K ﹤0.01% 431
2017
Q3 		$696K Sell
45,728
-19
-0% -$273 0.01% 327
2017
Q2 		$670K Sell
45,747
-1,840
-4% -$25.9K 0.01% 318
2017
Q1 		$691K Sell
47,587
-8,227
-15% -$121K 0.01% 310
2016
Q4 		$801K Sell
55,814
-11,433
-17% -$141K 0.01% 285
2016
Q3 		$664K Buy
67,247
+12,662
+23% +$119K 0.01% 287
2016
Q2 		$464K Buy
+54,585
New +$494K 0.01% 323

Other funds holding RF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

AssetMark Inc's RF Position: Q2 2026 in Review

AssetMark Inc increased its Regions Financial (RF) stake by 179% in Q2 2026, buying an estimated $2.04M and bringing the position to 113,378 shares worth $3.42M. The position accounts for 0.01% of the portfolio, ranked #831.

AssetMark Inc first reported a position in RF in Q2 2016 and has held it in 41 quarters since. 457 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • AssetMark Inc held 113,378 shares of Regions Financial worth $3.42M as of Q2 2026.
  • AssetMark Inc bought 72,745 Regions Financial shares in Q2 2026, an estimated $2.04M.
  • Regions Financial made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #831 holding.
  • AssetMark Inc first reported a position in Regions Financial in Q2 2016 and has held it in 41 quarters since.
  • 457 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.