Commonwealth Retirement Investments’s Regions Financial RF Stock Holding History

Commonwealth Retirement Investments’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	$3.36M	Buy	111,131 +50,992	+85%	+$1.43M	0.91%	35
2026 Q1	$1.57M	Buy	60,139 +3,809	+7%	+$106K	0.49%	56
2025 Q4	$1.53M	Buy	56,330 +1,672	+3%	+$42.7K	0.49%	51
2025 Q3	$1.44M	Buy	54,658 +3,853	+8%	+$100K	0.49%	55
2025 Q2	$1.19M	Buy	+50,805	New	+$1.08M	0.45%	61
2023 Q3	–	Sell	-59,816	Closed	-$1.07M	–	72
2023 Q2	$1.07M	Buy	59,816 +1,900	+3%	+$33.5K	0.59%	44
2023 Q1	$1.07M	Buy	57,916 +944	+2%	+$20.6K	0.64%	39
2022 Q4	$1.23M	Buy	+56,972	New	+$1.24M	0.74%	36

Other funds holding RF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Commonwealth Retirement Investments's RF Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its Regions Financial (RF) stake by 85% in Q2 2026, buying an estimated $1.43M and bringing the position to 111,131 shares worth $3.36M. The position accounts for 0.91% of the portfolio, ranked #35.

Commonwealth Retirement Investments first reported a position in RF in Q4 2022 and has held it in 8 quarters since. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Commonwealth Retirement Investments held 111,131 shares of Regions Financial worth $3.36M as of Q2 2026.
Commonwealth Retirement Investments bought 50,992 Regions Financial shares in Q2 2026, an estimated $1.43M.
Regions Financial made up 0.91% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #35 holding.
Commonwealth Retirement Investments first reported a position in Regions Financial in Q4 2022 and has held it in 8 quarters since.
1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.