BPC
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Bearing Point Capital’s Regions Financial RF Stock Holding History

Bearing Point Capital’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 		$657K Hold
21,755
– – 0.09% 132
2026
Q1 		$568K Sell
21,755
-3,500
-14% -$97.7K 0.09% 123
2025
Q4 		$684K Hold
25,255
– – 0.11% 119
2025
Q3 		$666K Hold
25,255
– – 0.11% 109
2025
Q2 		$594K Buy
25,255
+255
+1% +$5.4K 0.11% 110
2025
Q1 		$543K Hold
25,000
– – 0.12% 120
2024
Q4 		$588K Buy
+25,000
New +$618K 0.12% 111

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

Bearing Point Capital's RF Position: Q2 2026 in Review

Bearing Point Capital held its Regions Financial (RF) position steady in Q2 2026 at 21,755 shares worth $657K. The position accounts for 0.09% of the portfolio, ranked #132.

Bearing Point Capital first reported a position in RF in Q4 2024 and has held it in 7 quarters since. The position peaked at $684K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Bearing Point Capital held 21,755 shares of Regions Financial worth $657K as of Q2 2026.
  • Bearing Point Capital left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.09% of Bearing Point Capital's portfolio in Q2 2026, its #132 holding.
  • Bearing Point Capital first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
  • Bearing Point Capital's Regions Financial position peaked at $684K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.