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Atria Investments’s Regions Financial RF Stock Holding History

Atria Investments’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 		$3.09M Sell
102,153
-64,240
-39% -$1.8M 0.03% 555
2026
Q1 		$4.35M Buy
166,393
+34,639
+26% +$967K 0.05% 413
2025
Q4 		$3.57M Buy
131,754
+106,079
+413% +$2.71M 0.04% 491
2025
Q3 		$677K Buy
25,675
+1,284
+5% +$33.3K 0.01% 1251
2025
Q2 		$574K Buy
24,391
+2,894
+13% +$61.3K 0.01% 1345
2025
Q1 		$467K Sell
21,497
-289
-1% -$6.73K 0.01% 1396
2024
Q4 		$512K Buy
21,786
+2,686
+14% +$66.4K 0.01% 1314
2024
Q3 		$446K Buy
19,100
+754
+4% +$16.5K 0.01% 1391
2024
Q2 		$368K Buy
+18,346
New +$356K ﹤0.01% 1467
2022
Q1 		– Sell
-46,933
Closed -$1.02M – 913
2021
Q4 		$1.02M Sell
46,933
-2,852
-6% -$65.2K 0.02% 831
2021
Q3 		$1.06M Buy
+49,785
New +$991K 0.02% 761
2020
Q2 		– Sell
-15,582
Closed -$140K – 717
2020
Q1 		$140K Sell
15,582
-17,318
-53% -$243K 0.01% 545
2019
Q4 		$565K Buy
32,900
+17,885
+119% +$294K 0.02% 737
2019
Q3 		$238K Sell
15,015
-535
-3% -$8.09K 0.01% 792
2019
Q2 		$215K Sell
15,550
-24,113
-61% -$356K 0.01% 884
2019
Q1 		$561K Sell
39,663
-5,354
-12% -$82K 0.02% 498
2018
Q4 		$602K Sell
45,017
-6,439
-13% -$103K 0.03% 440
2018
Q3 		$944K Buy
51,456
+5,784
+13% +$109K 0.04% 412
2018
Q2 		$812K Buy
45,672
+28,074
+160% +$526K 0.04% 423
2018
Q1 		$327K Buy
17,598
+5,607
+47% +$106K 0.02% 645
2017
Q4 		$207K Buy
11,991
+944
+9% +$15.1K 0.01% 761
2017
Q3 		$168K Buy
+11,047
New +$159K 0.01% 760

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Investments's RF Position: Q2 2026 in Review

Atria Investments reduced its Regions Financial (RF) stake by 39% in Q2 2026, selling an estimated $1.8M and leaving 102,153 shares worth $3.09M. The position accounts for 0.03% of the portfolio, ranked #555.

Atria Investments first reported a position in RF in Q3 2017 and has held it in 22 quarters since. The position peaked at $4.35M in Q1 2026. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Atria Investments held 102,153 shares of Regions Financial worth $3.09M as of Q2 2026.
  • Atria Investments sold 64,240 Regions Financial shares in Q2 2026, an estimated $1.8M.
  • Regions Financial made up 0.03% of Atria Investments's portfolio in Q2 2026, its #555 holding.
  • Atria Investments first reported a position in Regions Financial in Q3 2017 and has held it in 22 quarters since.
  • Atria Investments's Regions Financial position peaked at $4.35M in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.