Corient Private Wealth
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Corient Private Wealth’s Regions Financial RF Stock Holding History

Corient Private Wealth’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 		$4.17M Buy
138,099
+6,281
+5% +$176K 0.01% 978
2026
Q1 		$3.43M Buy
131,818
+11,279
+9% +$315K ﹤0.01% 998
2025
Q4 		$3.27M Buy
120,539
+31,148
+35% +$796K ﹤0.01% 932
2025
Q3 		$2.36M Buy
89,391
+3,714
+4% +$96.5K ﹤0.01% 994
2025
Q2 		$2.02M Sell
85,677
-10,685
-11% -$226K ﹤0.01% 1040
2025
Q1 		$2.1M Buy
96,362
+11,569
+14% +$270K ﹤0.01% 961
2024
Q4 		$1.99M Sell
84,793
-15,482
-15% -$383K ﹤0.01% 1002
2024
Q3 		$2.34M Buy
100,275
+27,528
+38% +$602K ﹤0.01% 1027
2024
Q2 		$1.46M Sell
72,747
-242
-0.3% -$4.69K ﹤0.01% 1175
2024
Q1 		$1.54M Sell
72,989
-29,449
-29% -$557K ﹤0.01% 1159
2023
Q4 		$1.99M Buy
102,438
+821
+0.8% +$13.6K ﹤0.01% 1003
2023
Q3 		$1.75M Buy
101,617
+13,704
+16% +$260K ﹤0.01% 963
2023
Q2 		$1.57M Sell
87,913
-211,016
-71% -$3.72M ﹤0.01% 984
2023
Q1 		$5.55M Buy
298,929
+173,408
+138% +$3.78M 0.01% 561
2022
Q4 		$2.71M Buy
+125,521
New +$2.72M 0.01% 638

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Corient Private Wealth's RF Position: Q2 2026 in Review

Corient Private Wealth increased its Regions Financial (RF) stake by 4.8% in Q2 2026, buying an estimated $176K and bringing the position to 138,099 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #978.

Corient Private Wealth first reported a position in RF in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.55M in Q1 2023. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Corient Private Wealth held 138,099 shares of Regions Financial worth $4.17M as of Q2 2026.
  • Corient Private Wealth bought 6,281 Regions Financial shares in Q2 2026, an estimated $176K.
  • Regions Financial made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #978 holding.
  • Corient Private Wealth first reported a position in Regions Financial in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Regions Financial position peaked at $5.55M in Q1 2023.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.