Convergence Financial’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$636K Buy
21,048
+9,675
+85% +$272K 0.05% 151
2026
Q1
$297K Sell
11,373
-503
-4% -$14K 0.03% 186
2025
Q4
$322K Sell
11,876
-872
-7% -$22.3K 0.05% 155
2025
Q3
$336K Sell
12,748
-343
-3% -$8.91K 0.05% 152
2025
Q2
$308K Buy
13,091
+48
+0.4% +$1.02K 0.05% 155
2025
Q1
$283K Buy
+13,043
New +$304K 0.06% 138

Other funds holding RF

Convergence Financial's RF Position: Q2 2026 in Review

Convergence Financial increased its Regions Financial (RF) stake by 85% in Q2 2026, buying an estimated $272K and bringing the position to 21,048 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #151.

Convergence Financial first reported a position in RF in Q1 2025 and has held it in 6 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Convergence Financial held 21,048 shares of Regions Financial worth $636K as of Q2 2026.
  • Convergence Financial bought 9,675 Regions Financial shares in Q2 2026, an estimated $272K.
  • Regions Financial made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #151 holding.
  • Convergence Financial first reported a position in Regions Financial in Q1 2025 and has held it in 6 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.