Cerity Partners
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Cerity Partners’s Regions Financial RF Stock Holding History

Cerity Partners’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 		$16.6M Buy
550,574
+750
+0.1% +$21.1K 0.02% 542
2026
Q1 		$14.4M Sell
549,824
-8,636
-2% -$241K 0.02% 548
2025
Q4 		$15.1M Sell
558,460
-102,486
-16% -$2.62M 0.02% 491
2025
Q3 		$17.4M Buy
660,946
+91,252
+16% +$2.37M 0.03% 409
2025
Q2 		$13.4M Buy
569,694
+72,619
+15% +$1.54M 0.02% 444
2025
Q1 		$10.8M Sell
497,075
-13,590
-3% -$317K 0.02% 471
2024
Q4 		$12M Buy
510,665
+27,633
+6% +$683K 0.03% 436
2024
Q3 		$11.3M Buy
483,032
+42,520
+10% +$929K 0.03% 454
2024
Q2 		$8.83M Sell
440,512
-17,904
-4% -$347K 0.02% 452
2024
Q1 		$9.65M Buy
458,416
+124,194
+37% +$2.35M 0.03% 471
2023
Q4 		$6.48M Buy
334,222
+11,777
+4% +$195K 0.02% 472
2023
Q3 		$5.55M Sell
322,445
-2,567
-0.8% -$48.6K 0.03% 397
2023
Q2 		$5.79M Buy
325,012
+302,415
+1,338% +$5.34M 0.02% 463
2023
Q1 		$1.82M Buy
22,597
+3,281
+17% +$71.4K ﹤0.01% 754
2022
Q4 		$417K Buy
19,316
+3,513
+22% +$76.2K ﹤0.01% 1022
2022
Q3 		$317K Buy
15,803
+2,326
+17% +$49.1K ﹤0.01% 865
2022
Q2 		$253K Buy
13,477
+3,819
+40% +$78.8K ﹤0.01% 978
2022
Q1 		$216K Sell
9,658
-8,675
-47% -$204K ﹤0.01% 843
2021
Q4 		$399K Sell
18,333
-818
-4% -$18.7K 0.01% 670
2021
Q3 		$408K Buy
19,151
+1,623
+9% +$32.3K 0.01% 503
2021
Q2 		$354K Sell
17,528
-3,451
-16% -$74.6K 0.01% 538
2021
Q1 		$433K Sell
20,979
-15,671
-43% -$306K 0.01% 480
2020
Q4 		$591K Buy
36,650
+7,581
+26% +$110K 0.02% 379
2020
Q3 		$335K Buy
+29,069
New +$324K 0.01% 383

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

Cerity Partners's RF Position: Q2 2026 in Review

Cerity Partners increased its Regions Financial (RF) stake by 0.14% in Q2 2026, buying an estimated $21.1K and bringing the position to 550,574 shares worth $16.6M. The position accounts for 0.02% of the portfolio, ranked #542.

Cerity Partners first reported a position in RF in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.4M in Q3 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Cerity Partners held 550,574 shares of Regions Financial worth $16.6M as of Q2 2026.
  • Cerity Partners bought 750 Regions Financial shares in Q2 2026, an estimated $21.1K.
  • Regions Financial made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #542 holding.
  • Cerity Partners first reported a position in Regions Financial in Q3 2020 and has held it in 24 quarters since.
  • Cerity Partners's Regions Financial position peaked at $17.4M in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.