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Caprock Group’s Regions Financial RF Stock Holding History

Caprock Group’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 		$645K Buy
24,320
+7,496
+45% +$209K 0.02% 664
2025
Q4 		$464K Buy
+16,824
New +$430K 0.01% 855
2025
Q1 		$479K Buy
21,705
+3,426
+19% +$79.8K 0.01% 736
2024
Q4 		$435K Sell
18,279
-814
-4% -$20.1K 0.01% 670
2024
Q3 		$450K Buy
19,093
+827
+5% +$18.1K 0.02% 606
2024
Q2 		$371K Buy
18,266
+5,020
+38% +$97.4K 0.02% 623
2024
Q1 		$282K Sell
13,246
-3,117
-19% -$58.9K 0.02% 579
2023
Q4 		$321K Buy
16,363
+4,902
+43% +$81.3K 0.02% 514
2023
Q3 		$200K Sell
11,461
-7,811
-41% -$148K 0.02% 613
2023
Q2 		$347K Buy
19,272
+7,203
+60% +$127K 0.03% 462
2023
Q1 		$227K Sell
12,069
-469
-4% -$10.2K 0.02% 564
2022
Q4 		$273K Buy
12,538
+29
+0.2% +$629 0.03% 427
2022
Q3 		$253K Buy
12,509
+2,284
+22% +$48.2K 0.02% 452
2022
Q2 		$194K Sell
10,225
-772
-7% -$15.9K 0.02% 509
2022
Q1 		$247K Sell
10,997
-3,108
-22% -$73.1K 0.02% 495
2021
Q4 		$310K Buy
14,105
+3,673
+35% +$84K 0.03% 409
2021
Q3 		$224K Buy
+10,432
New +$208K 0.02% 475
2020
Q3 		– Sell
-13,586
Closed -$154K – 448
2020
Q2 		$154K Sell
13,586
-241
-2% -$2.56K 0.02% 384
2020
Q1 		$125K Buy
+13,827
New +$194K 0.02% 326
2019
Q2 		– Sell
-18,472
Closed -$264K – 393
2019
Q1 		$264K Sell
18,472
-722
-4% -$11.1K 0.05% 283
2018
Q4 		$260K Buy
+19,194
New +$308K 0.06% 266

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

Caprock Group's RF Position: Q1 2026 in Review

Caprock Group increased its Regions Financial (RF) stake by 45% in Q1 2026, buying an estimated $209K and bringing the position to 24,320 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #664.

Caprock Group first reported a position in RF in Q4 2018 and has held it in 21 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Caprock Group held 24,320 shares of Regions Financial worth $645K as of Q1 2026.
  • Caprock Group bought 7,496 Regions Financial shares in Q1 2026, an estimated $209K.
  • Regions Financial made up 0.02% of Caprock Group's portfolio in Q1 2026, its #664 holding.
  • Caprock Group first reported a position in Regions Financial in Q4 2018 and has held it in 21 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.