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Cromwell Holdings’s Regions Financial RF Stock Holding History

Cromwell Holdings’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 		$97.8K Buy
3,211
+136
+4% +$3.82K 0.04% 358
2026
Q1 		$81.1K Hold
3,075
– – 0.05% 371
2025
Q4 		$84.1K Hold
3,075
– – 0.05% 348
2025
Q3 		$81.9K Hold
3,075
– – 0.04% 365
2025
Q2 		$72.3K Buy
3,075
+98
+3% +$2.07K 0.04% 378
2025
Q1 		$65.4K Buy
2,977
+52
+2% +$1.21K 0.04% 384
2024
Q4 		$69.5K Hold
2,925
– – 0.04% 369
2024
Q3 		$69K Hold
2,925
– – 0.04% 374
2024
Q2 		$59.3K Buy
+2,925
New +$56.7K 0.04% 397

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

Cromwell Holdings's RF Position: Q2 2026 in Review

Cromwell Holdings increased its Regions Financial (RF) stake by 4.4% in Q2 2026, buying an estimated $3.82K and bringing the position to 3,211 shares worth $97.8K. The position accounts for 0.04% of the portfolio, ranked #358.

Cromwell Holdings first reported a position in RF in Q2 2024 and has held it in 9 quarters since. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Cromwell Holdings held 3,211 shares of Regions Financial worth $97.8K as of Q2 2026.
  • Cromwell Holdings bought 136 Regions Financial shares in Q2 2026, an estimated $3.82K.
  • Regions Financial made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #358 holding.
  • Cromwell Holdings first reported a position in Regions Financial in Q2 2024 and has held it in 9 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.