CPIG
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Chicago Partners Investment Group’s Regions Financial RF Stock Holding History

Chicago Partners Investment 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
Q2 		$324K Buy
10,558
+1,075
+11% +$30.2K 0.01% 1201
2026
Q1 		$268K Buy
9,483
+807
+9% +$22.5K 0.01% 1204
2025
Q4 		$238K Sell
8,676
-537
-6% -$13.7K 0.01% 1158
2025
Q3 		$224K Buy
+9,213
New +$239K 0.01% 1117

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Chicago Partners Investment Group's RF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Regions Financial (RF) stake by 11% in Q2 2026, buying an estimated $30.2K and bringing the position to 10,558 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #1201.

Chicago Partners Investment Group first reported a position in RF in Q3 2025 and has held it in 4 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Chicago Partners Investment Group held 10,558 shares of Regions Financial worth $324K as of Q2 2026.
  • Chicago Partners Investment Group bought 1,075 Regions Financial shares in Q2 2026, an estimated $30.2K.
  • Regions Financial made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1201 holding.
  • Chicago Partners Investment Group first reported a position in Regions Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.