CFM
RF icon

Compass Financial Management’s Regions Financial RF Stock Holding History

Compass Financial 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 		$11.6K Buy
+368
New +$10.3K ﹤0.01% 1023

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Compass Financial Management's RF Position: Q2 2026 in Review

Compass Financial Management 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.

1,050 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Compass Financial Management held 368 shares of Regions Financial worth $11.6K as of Q2 2026.
  • Regions Financial was a new Compass Financial Management position in Q2 2026.
  • Regions Financial made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1023 holding.
  • 1,050 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.