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BIP Wealth’s Regions Financial RF Stock Holding History

BIP Wealth’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 		$384K Sell
14,704
-3,811
-21% -$106K 0.02% 333
2025
Q4 		$502K Buy
18,515
+2,698
+17% +$68.9K 0.02% 302
2025
Q3 		$417K Buy
15,817
+765
+5% +$19.9K 0.02% 193
2025
Q2 		$354K Sell
15,052
-423
-3% -$8.95K 0.02% 183
2025
Q1 		$336K Sell
15,475
-1,424
-8% -$33.2K 0.02% 192
2024
Q4 		$397K Buy
16,899
+2,332
+16% +$57.6K 0.03% 173
2024
Q3 		$340K Buy
14,567
+2,562
+21% +$56K 0.02% 170
2024
Q2 		$241K Sell
12,005
-2,496
-17% -$48.4K 0.02% 171
2024
Q1 		$305K Sell
14,501
-3,595
-20% -$68K 0.02% 158
2023
Q4 		$351K Buy
18,096
+210
+1% +$3.48K 0.03% 138
2023
Q3 		$308K Sell
17,886
-620
-3% -$11.7K 0.03% 136
2023
Q2 		$330K Sell
18,506
-771
-4% -$13.6K 0.03% 134
2023
Q1 		$358K Buy
+19,277
New +$420K 0.04% 132

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

BIP Wealth's RF Position: Q1 2026 in Review

BIP Wealth reduced its Regions Financial (RF) stake by 21% in Q1 2026, selling an estimated $106K and leaving 14,704 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #333.

BIP Wealth first reported a position in RF in Q1 2023 and has held it in 13 quarters since. The position peaked at $502K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • BIP Wealth held 14,704 shares of Regions Financial worth $384K as of Q1 2026.
  • BIP Wealth sold 3,811 Regions Financial shares in Q1 2026, an estimated $106K.
  • Regions Financial made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #333 holding.
  • BIP Wealth first reported a position in Regions Financial in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Regions Financial position peaked at $502K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.