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Concurrent Investment Advisors’s Regions Financial RF Stock Holding History

Concurrent Investment Advisors’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 		$3.57M Sell
136,633
-2,395
-2% -$66.9K 0.04% 437
2025
Q4 		$3.77M Buy
139,028
+18,159
+15% +$464K 0.04% 396
2025
Q3 		$3.19M Buy
120,869
+389
+0.3% +$10.1K 0.05% 337
2025
Q2 		$2.83M Sell
120,480
-18,932
-14% -$401K 0.05% 346
2025
Q1 		$3.03M Buy
139,412
+109,884
+372% +$2.56M 0.07% 277
2024
Q4 		$694K Buy
29,528
+13,513
+84% +$334K 0.02% 582
2024
Q3 		$374K Sell
16,015
-70,700
-82% -$1.55M 0.01% 703
2024
Q2 		$1.74M Buy
86,715
+1,148
+1% +$22.3K 0.06% 309
2024
Q1 		$1.8M Buy
85,567
+311
+0.4% +$5.88K 0.07% 260
2023
Q4 		$1.65M Buy
+85,256
New +$1.41M 0.08% 258

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concurrent Investment Advisors's RF Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Regions Financial (RF) stake by 1.7% in Q1 2026, selling an estimated $66.9K and leaving 136,633 shares worth $3.57M. The position accounts for 0.04% of the portfolio, ranked #437.

Concurrent Investment Advisors first reported a position in RF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.77M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Concurrent Investment Advisors held 136,633 shares of Regions Financial worth $3.57M as of Q1 2026.
  • Concurrent Investment Advisors sold 2,395 Regions Financial shares in Q1 2026, an estimated $66.9K.
  • Regions Financial made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #437 holding.
  • Concurrent Investment Advisors first reported a position in Regions Financial in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Regions Financial position peaked at $3.77M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.