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 Q2	$1.6M	Sell	53,116 -424	-0.8%	-$11.9K	0.01%	918
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brinker Capital Investments's RF Position: Q2 2026 in Review

Brinker Capital Investments reduced its Regions Financial (RF) stake by 0.79% in Q2 2026, selling an estimated $11.9K and leaving 53,116 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #918.

Brinker Capital Investments first reported a position in RF in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.62M in Q4 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Brinker Capital Investments held 53,116 shares of Regions Financial worth $1.6M as of Q2 2026.
Brinker Capital Investments sold 424 Regions Financial shares in Q2 2026, an estimated $11.9K.
Regions Financial made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #918 holding.
Brinker Capital Investments first reported a position in Regions Financial in Q3 2018 and has held it in 15 quarters since.
Brinker Capital Investments's Regions Financial position peaked at $1.62M in Q4 2025.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.