Charter Capital Management’s Regions Financial RF Stock Holding History

Charter 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	$204K	Buy	+6,749	New	+$189K	0.09%	73

Other funds holding RF

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Charter Capital Management's RF Position: Q2 2026 in Review

Charter Capital Management opened a new position in Regions Financial (RF) in Q2 2026: 6,749 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #73 among its holdings.

517 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Charter Capital Management held 6,749 shares of Regions Financial worth $204K as of Q2 2026.
Regions Financial was a new Charter Capital Management position in Q2 2026.
Regions Financial made up 0.09% of Charter Capital Management's portfolio in Q2 2026, its #73 holding.
517 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.