Bartlett & Co Wealth Management’s Regions Financial RF Stock Holding History

Bartlett & Co Wealth Management’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	$50.8K	Buy	1,836 +6	+0.3%	+$168	﹤0.01%	687
2025 Q4	$49.6K	Hold	1,830	–	–	﹤0.01%	671
2025 Q3	$48.3K	Hold	1,830	–	–	﹤0.01%	674
2025 Q2	$43K	Buy	1,830 +35	+2%	+$741	﹤0.01%	679
2025 Q1	$39.5K	Hold	1,795	–	–	﹤0.01%	694
2024 Q4	$42.7K	Hold	1,795	–	–	﹤0.01%	683
2024 Q3	$42.3K	Hold	1,795	–	–	﹤0.01%	688
2024 Q2	$36.4K	Hold	1,795	–	–	﹤0.01%	715
2024 Q1	$38.2K	Hold	1,795	–	–	﹤0.01%	705
2023 Q4	$35.5K	Hold	1,795	–	–	﹤0.01%	758
2023 Q3	$31.3K	Hold	1,795	–	–	﹤0.01%	733
2023 Q2	$32.3K	Hold	1,795	–	–	﹤0.01%	740
2023 Q1	$33.7K	Hold	1,795	–	–	﹤0.01%	628
2022 Q4	$39.1K	Hold	1,795	–	–	﹤0.01%	611
2022 Q3	$36.4K	Sell	1,795 -95	-5%	-$2.01K	﹤0.01%	614
2022 Q2	$35.7K	Buy	1,890 +95	+5%	+$1.96K	﹤0.01%	631
2022 Q1	$40.3K	Buy	+1,795	New	+$42.2K	﹤0.01%	621
2021 Q3	–	Sell	-147	Closed	-$2.99K	–	1047
2021 Q2	$2.99K	Hold	147	–	–	﹤0.01%	812
2021 Q1	$3.06K	Hold	147	–	–	﹤0.01%	838
2020 Q4	$2.39K	Buy	+147	New	+$2.13K	﹤0.01%	892

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co Wealth Management's RF Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Regions Financial (RF) stake by 0.33% in Q1 2026, buying an estimated $168 and bringing the position to 1,836 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Bartlett & Co Wealth Management first reported a position in RF in Q4 2020 and has held it in 20 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Bartlett & Co Wealth Management held 1,836 shares of Regions Financial worth $50.8K as of Q1 2026.
Bartlett & Co Wealth Management bought 6 Regions Financial shares in Q1 2026, an estimated $168.
Regions Financial made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #687 holding.
Bartlett & Co Wealth Management first reported a position in Regions Financial in Q4 2020 and has held it in 20 quarters since.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.