Cerity Partners
RF icon

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
Q3 		$14.6M Sell
543,169
-7,405
-1% -$224K 0.02% 610
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 		$9.6M 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cerity Partners's RF Position: Q3 2026 in Review

Cerity Partners reduced its Regions Financial (RF) stake by 1.3% in Q3 2026, selling an estimated $224K and leaving 543,169 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #610.

Cerity Partners first reported a position in RF in Q3 2020 and has held it in 25 quarters since. The position peaked at $17.4M in Q3 2025. 937 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Cerity Partners held 543,169 shares of Regions Financial worth $14.6M as of Q3 2026.
  • Cerity Partners sold 7,405 Regions Financial shares in Q3 2026, an estimated $224K.
  • Regions Financial made up 0.02% of Cerity Partners's portfolio in Q3 2026, its #610 holding.
  • Cerity Partners first reported a position in Regions Financial in Q3 2020 and has held it in 25 quarters since.
  • Cerity Partners's Regions Financial position peaked at $17.4M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.