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
Q1 		$3.43M Sell
131,818
-162,453
-55% -$4.54M ﹤0.01% 998
2025
Q4 		$6.36M Buy
294,271
+204,880
+229% +$5.23M ﹤0.01% 954
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 $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

Corient Private Wealth's RF Position: Q1 2026 in Review

Corient Private Wealth reduced its Regions Financial (RF) stake by 55% in Q1 2026, selling an estimated $4.54M and leaving 131,818 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Corient Private Wealth first reported a position in RF in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.36M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Corient Private Wealth held 131,818 shares of Regions Financial worth $3.43M as of Q1 2026.
  • Corient Private Wealth sold 162,453 Regions Financial shares in Q1 2026, an estimated $4.54M.
  • Regions Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #998 holding.
  • Corient Private Wealth first reported a position in Regions Financial in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Regions Financial position peaked at $6.36M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.