Bay Harbor Wealth Management’s Regions Financial RF Stock Holding History

Bay Harbor 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	$4.9K	Buy	161 +43	+36%	+$1.21K	﹤0.01%	429
2026 Q1	$3.12K	Buy	118 +24	+26%	+$670	﹤0.01%	454
2025 Q4	$2.56K	Buy	94 +36	+62%	+$919	﹤0.01%	426
2025 Q3	$1.54K	Buy	58 +13	+29%	+$338	﹤0.01%	413
2025 Q2	$1.07K	Buy	45 +19	+73%	+$402	﹤0.01%	438
2025 Q1	$569	Buy	+26	New	+$606	﹤0.01%	404
2021 Q4	–	Sell	-95	Closed	-$2K	–	199
2021 Q3	$2K	Sell	95 -239	-72%	-$4.75K	﹤0.01%	195
2021 Q2	$7K	Sell	334 -924	-73%	-$20K	﹤0.01%	180
2021 Q1	$26K	Sell	1,258 -1,862	-60%	-$36.4K	0.01%	170
2020 Q4	$50K	Sell	3,120 -2,835	-48%	-$41K	0.02%	163
2020 Q3	$69K	Sell	5,955 -1,772	-23%	-$19.8K	0.03%	129
2020 Q2	$86K	Buy	7,727 +1,270	+20%	+$13.5K	0.05%	121
2020 Q1	$58K	Sell	6,457 -254	-4%	-$3.56K	0.04%	124
2019 Q4	$115K	Buy	6,711 +22	+0.3%	+$362	0.06%	115
2019 Q3	$103K	Sell	6,689 -164	-2%	-$2.48K	0.06%	117
2019 Q2	$102K	Buy	+6,853	New	+$101K	0.06%	121

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's RF Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Regions Financial (RF) stake by 36% in Q2 2026, buying an estimated $1.21K and bringing the position to 161 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Bay Harbor Wealth Management first reported a position in RF in Q2 2019 and has held it in 16 quarters since. The position peaked at $115K in Q4 2019. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Bay Harbor Wealth Management held 161 shares of Regions Financial worth $4.9K as of Q2 2026.
Bay Harbor Wealth Management bought 43 Regions Financial shares in Q2 2026, an estimated $1.21K.
Regions Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #429 holding.
Bay Harbor Wealth Management first reported a position in Regions Financial in Q2 2019 and has held it in 16 quarters since.
Bay Harbor Wealth Management's Regions Financial position peaked at $115K in Q4 2019.
1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.