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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
Q2 		$554K Buy
18,344
+3,640
+25% +$102K 0.02% 357
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 $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

BIP Wealth's RF Position: Q2 2026 in Review

BIP Wealth increased its Regions Financial (RF) stake by 25% in Q2 2026, buying an estimated $102K and bringing the position to 18,344 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #357.

BIP Wealth first reported a position in RF in Q1 2023 and has held it in 14 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • BIP Wealth held 18,344 shares of Regions Financial worth $554K as of Q2 2026.
  • BIP Wealth bought 3,640 Regions Financial shares in Q2 2026, an estimated $102K.
  • Regions Financial made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #357 holding.
  • BIP Wealth first reported a position in Regions Financial in Q1 2023 and has held it in 14 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.