Curi RMB Capital’s Regions Financial RF Stock Holding History

Curi RMB Capital’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
2019 Q2	–	Sell	-836,700	Closed	-$11.8M	–	812
2019 Q1	$11.8M	Sell	836,700 -884,200	-51%	-$13.5M	0.3%	93
2018 Q4	$23M	Buy	+1,720,900	New	+$27.6M	0.59%	31
2018 Q3	–	Sell	-1,200,900	Closed	-$21.4M	–	951
2018 Q2	$21.4M	Buy	+1,200,900	New	+$22.5M	0.51%	47

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Curi RMB Capital's RF Position: Q1 2026 in Review

Curi RMB Capital sold out of Regions Financial (RF) in Q1 2026, closing a stake of 7,594 shares — an estimated $204K sold.

Curi RMB Capital first reported a position in RF in Q2 2018 and held it in 12 quarters. The position peaked at $501K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Curi RMB Capital reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
Curi RMB Capital sold 7,594 Regions Financial shares in Q1 2026, an estimated $204K.
Curi RMB Capital first reported a position in Regions Financial in Q2 2018 and held it in 12 quarters.
Curi RMB Capital's Regions Financial position peaked at $501K in Q4 2021.
1,071 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.