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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
Q2 		$3.19K Sell
105
-1,731
-94% -$48.6K ﹤0.01% 1126
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
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 $3.37T AUM 44.26% 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

Bartlett & Co Wealth Management's RF Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Regions Financial (RF) stake by 94% in Q2 2026, selling an estimated $48.6K and leaving 105 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Bartlett & Co Wealth Management first reported a position in RF in Q4 2020 and has held it in 21 quarters since. The position peaked at $50.8K in Q1 2026. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Bartlett & Co Wealth Management held 105 shares of Regions Financial worth $3.19K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 1,731 Regions Financial shares in Q2 2026, an estimated $48.6K.
  • Regions Financial made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1126 holding.
  • Bartlett & Co Wealth Management first reported a position in Regions Financial in Q4 2020 and has held it in 21 quarters since.
  • Bartlett & Co Wealth Management's Regions Financial position peaked at $50.8K in Q1 2026.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.