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BankPlus Trust Department’s Regions Financial RF Stock Holding History

BankPlus Trust Department’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 		$541K Sell
20,708
-1,481
-7% -$41.4K 0.14% 118
2025
Q4 		$601K Sell
22,189
-714
-3% -$18.2K 0.16% 109
2025
Q3 		$604K Buy
22,903
+1,151
+5% +$29.9K 0.16% 108
2025
Q2 		$512K Sell
21,752
-1,396
-6% -$29.5K 0.15% 107
2025
Q1 		$503K Hold
23,148
– – 0.17% 99
2024
Q4 		$544K Buy
+23,148
New +$572K 0.18% 99

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

BankPlus Trust Department's RF Position: Q1 2026 in Review

BankPlus Trust Department reduced its Regions Financial (RF) stake by 6.7% in Q1 2026, selling an estimated $41.4K and leaving 20,708 shares worth $541K. The position accounts for 0.14% of the portfolio, ranked #118.

BankPlus Trust Department first reported a position in RF in Q4 2024 and has held it in 6 quarters since. The position peaked at $604K in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • BankPlus Trust Department held 20,708 shares of Regions Financial worth $541K as of Q1 2026.
  • BankPlus Trust Department sold 1,481 Regions Financial shares in Q1 2026, an estimated $41.4K.
  • Regions Financial made up 0.14% of BankPlus Trust Department's portfolio in Q1 2026, its #118 holding.
  • BankPlus Trust Department first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Regions Financial position peaked at $604K in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.