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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Retirement Investments's RF Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its Regions Financial (RF) stake by 6.8% in Q1 2026, buying an estimated $106K and bringing the position to 60,139 shares worth $1.57M. The position accounts for 0.49% of the portfolio, ranked #56.

Commonwealth Retirement Investments first reported a position in RF in Q4 2022 and has held it in 7 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Commonwealth Retirement Investments held 60,139 shares of Regions Financial worth $1.57M as of Q1 2026.
Commonwealth Retirement Investments bought 3,809 Regions Financial shares in Q1 2026, an estimated $106K.
Regions Financial made up 0.49% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #56 holding.
Commonwealth Retirement Investments first reported a position in Regions Financial in Q4 2022 and has held it in 7 quarters since.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.