Bank Julius Baer & Co
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Bank Julius Baer & Co’s Regions Financial RF Stock Holding History

Bank Julius Baer & Co’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 		$1.06M Sell
41,559
-10,794
-21% -$301K ﹤0.01% 373
2025
Q4 		$1.43M Buy
52,353
+48,996
+1,460% +$1.25M ﹤0.01% 350
2025
Q3 		$88.5K Buy
3,357
+322
+11% +$8.36K ﹤0.01% 548
2025
Q2 		$71.4K Sell
3,035
-614
-17% -$13K ﹤0.01% 524
2025
Q1 		$79.3K Buy
3,649
+333
+10% +$7.76K ﹤0.01% 507
2024
Q4 		$86.1K Buy
3,316
+567
+21% +$14K ﹤0.01% 490
2024
Q3 		$76K Sell
2,749
-9
-0.3% -$197 ﹤0.01% 445
2024
Q2 		$61.5K Sell
2,758
-88
-3% -$1.71K ﹤0.01% 433
2024
Q1 		$59.9K Sell
2,846
-5,162
-64% -$97.6K ﹤0.01% 459
2023
Q4 		$155K Sell
8,008
-1,688,510
-100% -$28M ﹤0.01% 417
2023
Q3 		$29.2M Buy
1,696,518
+57,914
+4% +$1.1M 0.17% 103
2023
Q2 		$29.2M Sell
1,638,604
-36,897
-2% -$651K 0.17% 103
2023
Q1 		$31.1M Sell
1,675,501
-1,666
-0.1% -$36.3K 0.2% 104
2022
Q4 		$36.2M Buy
1,677,167
+39,450
+2% +$855K 0.25% 89
2022
Q3 		$32.9M Sell
1,637,717
-50,679
-3% -$1.07M 0.25% 84
2022
Q2 		$31.7M Buy
1,688,396
+152,274
+10% +$3.14M 0.22% 82
2022
Q1 		$34.2M Buy
1,536,122
+1,533,940
+70,300% +$36.1M 0.2% 84
2021
Q4 		$48K Sell
2,182
-32
-1% -$732 ﹤0.01% 661
2021
Q3 		$47K Sell
2,214
-331,978
-99% -$6.61M ﹤0.01% 679
2021
Q2 		$6.74M Buy
334,192
+17,070
+5% +$369K 0.04% 196
2021
Q1 		$6.55M Buy
317,122
+52,730
+20% +$1.03M 0.05% 180
2020
Q4 		$4.26M Buy
+264,392
New +$3.82M 0.04% 204

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank Julius Baer & Co's RF Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Regions Financial (RF) stake by 21% in Q1 2026, selling an estimated $301K and leaving 41,559 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Bank Julius Baer & Co first reported a position in RF in Q4 2020 and has held it in 22 quarters since. The position peaked at $36.2M in Q4 2022. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Bank Julius Baer & Co held 41,559 shares of Regions Financial worth $1.06M as of Q1 2026.
  • Bank Julius Baer & Co sold 10,794 Regions Financial shares in Q1 2026, an estimated $301K.
  • Regions Financial made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #373 holding.
  • Bank Julius Baer & Co first reported a position in Regions Financial in Q4 2020 and has held it in 22 quarters since.
  • Bank Julius Baer & Co's Regions Financial position peaked at $36.2M in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.