Crestwood Advisors Group’s Regions Financial RF Stock Holding History

Crestwood Advisors Group’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	$265K	Buy	+8,789	New	+$247K	﹤0.01%	731

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crestwood Advisors Group's RF Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Regions Financial (RF) in Q2 2026: 8,789 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings.

1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Crestwood Advisors Group held 8,789 shares of Regions Financial worth $265K as of Q2 2026.
Regions Financial was a new Crestwood Advisors Group position in Q2 2026.
Regions Financial made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #731 holding.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.