Brinker Capital Investments’s Regions Financial RF Stock Holding History

Brinker Capital Investments’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	$1.4M	Sell	53,540 -6,308	-11%	-$176K	0.01%	932
2025 Q4	$1.62M	Buy	59,848 +1,995	+3%	+$51K	0.01%	961
2025 Q3	$1.53M	Buy	57,853 +13,439	+30%	+$349K	0.01%	984
2025 Q2	$1.04M	Buy	+44,414	New	+$940K	0.01%	1172
2025 Q1	–	Sell	-22,419	Closed	-$527K	–	1963
2024 Q4	$527K	Buy	22,419 +13,423	+149%	+$332K	0.01%	1330
2024 Q3	$210K	Buy	+8,996	New	+$197K	﹤0.01%	1692
2020 Q3	–	Sell	-12,054	Closed	-$134K	–	1157
2020 Q2	$134K	Buy	12,054 +1,961	+19%	+$20.9K	0.01%	308
2020 Q1	$91K	Sell	10,093 -39	-0.4%	-$546	﹤0.01%	305
2019 Q4	$174K	Sell	10,132 -137	-1%	-$2.26K	0.01%	333
2019 Q3	$162K	Sell	10,269 -347	-3%	-$5.25K	0.01%	339
2019 Q2	$159K	Buy	10,616 +10,403	+4,884%	+$154K	0.01%	417
2019 Q1	$3K	Hold	213	–	–	﹤0.01%	762
2018 Q4	$3K	Hold	213	–	–	﹤0.01%	605
2018 Q3	$4K	Buy	+213	New	+$4.01K	﹤0.01%	559

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brinker Capital Investments's RF Position: Q1 2026 in Review

Brinker Capital Investments reduced its Regions Financial (RF) stake by 11% in Q1 2026, selling an estimated $176K and leaving 53,540 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #932.

Brinker Capital Investments first reported a position in RF in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Brinker Capital Investments held 53,540 shares of Regions Financial worth $1.4M as of Q1 2026.
Brinker Capital Investments sold 6,308 Regions Financial shares in Q1 2026, an estimated $176K.
Regions Financial made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #932 holding.
Brinker Capital Investments first reported a position in Regions Financial in Q3 2018 and has held it in 14 quarters since.
Brinker Capital Investments's Regions Financial position peaked at $1.62M in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.