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
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: Q1 2026 in Review

Convergence Financial reduced its Regions Financial (RF) stake by 4.2% in Q1 2026, selling an estimated $14K and leaving 11,373 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #186.

Convergence Financial first reported a position in RF in Q1 2025 and has held it in 5 quarters since. The position peaked at $336K in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Convergence Financial held 11,373 shares of Regions Financial worth $297K as of Q1 2026.
  • Convergence Financial sold 503 Regions Financial shares in Q1 2026, an estimated $14K.
  • Regions Financial made up 0.03% of Convergence Financial's portfolio in Q1 2026, its #186 holding.
  • Convergence Financial first reported a position in Regions Financial in Q1 2025 and has held it in 5 quarters since.
  • Convergence Financial's Regions Financial position peaked at $336K in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.