Burns Matteson Capital Management’s Regions Financial RF Stock Holding History

Burns Matteson Capital Management’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	–	Sell	-21,631	Closed	-$565K	–	239
2026 Q1	$565K	Sell	21,631 -80	-0.4%	-$2.23K	0.21%	92
2025 Q4	$588K	Buy	+21,711	New	+$555K	0.21%	77
2024 Q2	–	Sell	-20,275	Closed	-$427K	–	180
2024 Q1	$427K	Sell	20,275 -13,155	-39%	-$249K	0.28%	82
2023 Q4	$648K	Sell	33,430 -582	-2%	-$9.66K	0.46%	70
2023 Q3	$585K	Buy	+34,012	New	+$644K	0.37%	69
2023 Q1	–	Sell	-27,717	Closed	-$598K	–	175
2022 Q4	$598K	Buy	+27,717	New	+$601K	0.4%	77

Other funds holding RF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burns Matteson Capital Management's RF Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of Regions Financial (RF) in Q2 2026, closing a stake of 21,631 shares — an estimated $565K sold.

Burns Matteson Capital Management first reported a position in RF in Q4 2022 and held it in 6 quarters. The position peaked at $648K in Q4 2023. 203 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Burns Matteson Capital Management reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 21,631 Regions Financial shares in Q2 2026, an estimated $565K.
Burns Matteson Capital Management first reported a position in Regions Financial in Q4 2022 and held it in 6 quarters.
Burns Matteson Capital Management's Regions Financial position peaked at $648K in Q4 2023.
203 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.