CX Institutional
RF icon

CX Institutional’s Regions Financial RF Stock Holding History

CX Institutional’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 		$376K Sell
13,975
-88
-0.6% -$2.67K 0.01% 546
2026
Q2 		$425K Buy
14,063
+449
+3% +$12.6K 0.01% 515
2026
Q1 		$356K Sell
13,614
-799
-6% -$22.3K 0.01% 549
2025
Q4 		$391K Sell
14,413
-1,054
-7% -$26.9K 0.01% 491
2025
Q3 		$408K Buy
15,467
+2,676
+21% +$69.5K 0.01% 485
2025
Q2 		$301K Sell
12,791
-69
-0.5% -$1.46K 0.01% 505
2025
Q1 		$279K Sell
12,860
-4,961
-28% -$116K 0.01% 501
2024
Q4 		$419K Buy
17,821
+599
+3% +$14.8K 0.02% 375
2024
Q3 		$402K Sell
17,222
-673
-4% -$14.7K 0.02% 403
2024
Q2 		$359K Buy
17,895
+5,749
+47% +$112K 0.02% 419
2024
Q1 		$256K Buy
12,146
+578
+5% +$10.9K 0.01% 492
2023
Q4 		$224K Buy
+11,568
New +$192K 0.01% 466
2022
Q3 		– Sell
-1,242
Closed -$23K – 990
2022
Q2 		$23K Buy
+1,242
New +$25.6K ﹤0.01% 818
2021
Q4 		– Sell
-1,811
Closed -$39K – 788
2021
Q3 		$39K Buy
1,811
+510
+39% +$10.1K ﹤0.01% 622
2021
Q2 		$26K Buy
1,301
+78
+6% +$1.69K ﹤0.01% 692
2021
Q1 		$25K Buy
1,223
+189
+18% +$3.69K ﹤0.01% 629
2020
Q4 		$17K Buy
1,034
+317
+44% +$4.58K ﹤0.01% 648
2020
Q3 		$8K Buy
717
+510
+246% +$5.69K ﹤0.01% 705
2020
Q2 		$2K Sell
207
-332
-62% -$3.53K ﹤0.01% 761
2020
Q1 		$5K Buy
539
+116
+27% +$1.62K ﹤0.01% 551
2019
Q4 		$7K Sell
423
-306
-42% -$5.04K ﹤0.01% 497
2019
Q3 		$12K Sell
729
-8,977
-92% -$136K ﹤0.01% 439
2019
Q2 		$145K Buy
9,706
+9,642
+15,066% +$142K 0.02% 246
2019
Q1 		$1K Buy
+64
New +$980 ﹤0.01% 766

Other funds holding RF

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CX Institutional's RF Position: Q3 2026 in Review

CX Institutional reduced its Regions Financial (RF) stake by 0.63% in Q3 2026, selling an estimated $2.67K and leaving 13,975 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #546.

CX Institutional first reported a position in RF in Q1 2019 and has held it in 24 quarters since. The position peaked at $425K in Q2 2026. 259 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • CX Institutional held 13,975 shares of Regions Financial worth $376K as of Q3 2026.
  • CX Institutional sold 88 Regions Financial shares in Q3 2026, an estimated $2.67K.
  • Regions Financial made up 0.01% of CX Institutional's portfolio in Q3 2026, its #546 holding.
  • CX Institutional first reported a position in Regions Financial in Q1 2019 and has held it in 24 quarters since.
  • CX Institutional's Regions Financial position peaked at $425K in Q2 2026.
  • 259 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.