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
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 $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

Bearing Point Capital's RF Position: Q1 2026 in Review

Bearing Point Capital reduced its Regions Financial (RF) stake by 14% in Q1 2026, selling an estimated $97.7K and leaving 21,755 shares worth $568K. The position accounts for 0.09% of the portfolio, ranked #123.

Bearing Point Capital first reported a position in RF in Q4 2024 and has held it in 6 quarters since. The position peaked at $684K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Bearing Point Capital held 21,755 shares of Regions Financial worth $568K as of Q1 2026.
  • Bearing Point Capital sold 3,500 Regions Financial shares in Q1 2026, an estimated $97.7K.
  • Regions Financial made up 0.09% of Bearing Point Capital's portfolio in Q1 2026, its #123 holding.
  • Bearing Point Capital first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's Regions Financial position peaked at $684K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.