Covestor
RF icon

Covestor’s Regions Financial RF Stock Holding History

Covestor’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
Q3 		$25K Sell
926
-545
-37% -$16.5K 0.02% 1027
2026
Q2 		$44K Sell
1,471
-113
-7% -$3.17K 0.03% 864
2026
Q1 		$41K Sell
1,584
-160
-9% -$4.47K 0.03% 817
2025
Q4 		$47K Sell
1,744
-1,222
-41% -$31.2K 0.02% 930
2025
Q3 		$78K Sell
2,966
-1,614
-35% -$41.9K 0.04% 702
2025
Q2 		$108K Buy
4,580
+1,607
+54% +$34K 0.06% 515
2025
Q1 		$64K Sell
2,973
-82
-3% -$1.91K 0.04% 740
2024
Q4 		$72K Sell
3,055
-747
-20% -$18.5K 0.05% 703
2024
Q3 		$88K Sell
3,802
-814
-18% -$17.8K 0.06% 606
2024
Q2 		$93K Sell
4,616
-824
-15% -$16K 0.06% 536
2024
Q1 		$115K Sell
5,440
-550
-9% -$10.4K 0.07% 445
2023
Q4 		$116K Buy
5,990
+2,484
+71% +$41.2K 0.08% 400
2023
Q3 		$60K Sell
3,506
-795
-18% -$15.1K 0.05% 683
2023
Q2 		$77K Buy
4,301
+3,091
+255% +$54.6K 0.06% 588
2023
Q1 		$22K Sell
1,210
-1,504
-55% -$32.7K 0.02% 973
2022
Q4 		$59K Sell
2,714
-1,826
-40% -$39.6K 0.05% 660
2022
Q3 		$91K Buy
4,540
+788
+21% +$16.6K 0.08% 399
2022
Q2 		$70K Sell
3,752
-3
-0.1% -$62 0.06% 604
2022
Q1 		$84K Buy
3,755
+1,769
+89% +$41.6K 0.06% 614
2021
Q4 		$43K Buy
+1,986
New +$45.4K 0.06% 632

Other funds holding RF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Covestor's RF Position: Q3 2026 in Review

Covestor reduced its Regions Financial (RF) stake by 37% in Q3 2026, selling an estimated $16.5K and leaving 926 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #1027.

Covestor first reported a position in RF in Q4 2021 and has held it in 20 quarters since. The position peaked at $116K in Q4 2023. 937 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Covestor held 926 shares of Regions Financial worth $25K as of Q3 2026.
  • Covestor sold 545 Regions Financial shares in Q3 2026, an estimated $16.5K.
  • Regions Financial made up 0.02% of Covestor's portfolio in Q3 2026, its #1027 holding.
  • Covestor first reported a position in Regions Financial in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Regions Financial position peaked at $116K in Q4 2023.
  • 937 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.