COMPASS FINANCIAL MANAGEMENT LLC’s Regions Financial RF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$11.6K	Buy	+368	New	+$10.3K	﹤0.01%	1023

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's RF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Regions Financial (RF) in Q2 2026: 368 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 368 shares of Regions Financial worth $11.6K as of Q2 2026.
Regions Financial was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Regions Financial made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1023 holding.
863 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.