Bank of Montreal’s Regions Financial RF Stock Holding History

Bank of Montreal’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	–	Sell	-53,000	Closed	-$1.38M	–	4019
2026 Q1	$1.38M	Buy	+53,000	New	+$1.48M	﹤0.01%	1865
2025 Q2	–	Sell	-50,600	Closed	-$1.1M	–	3694
2025 Q1	$1.1M	Buy	+50,600	New	+$1.18M	﹤0.01%	1774
2024 Q1	–	Sell	-60,500	Closed	-$1.18M	–	4248
2023 Q4	$1.18M	Buy	+60,500	New	+$1M	﹤0.01%	1955

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 $3.38T AUM 44.17% 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

Bank of Montreal's RF Position: Q2 2026 in Review

Bank of Montreal reduced its Regions Financial (RF) stake by 4.5% in Q2 2026, selling an estimated $3.44M and leaving 2,595,614 shares worth $78.4M. The position accounts for 0.03% of the portfolio, ranked #453.

Bank of Montreal first reported a position in RF in Q2 2013 and has held it in 53 quarters since. The position peaked at $305M in Q2 2018. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Bank of Montreal held 2,595,614 shares of Regions Financial worth $78.4M as of Q2 2026.
Bank of Montreal sold 122,543 Regions Financial shares in Q2 2026, an estimated $3.44M.
Regions Financial made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #453 holding.
Bank of Montreal first reported a position in Regions Financial in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Regions Financial position peaked at $305M in Q2 2018.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.