DIA
RF icon

Dean Investment Associates’s Regions Financial RF Stock Holding History

Dean Investment Associates’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
Q1 		$4.32M Sell
165,377
-12,914
-7% -$361K 0.61% 72
2025
Q4 		$4.83M Buy
178,291
+4,105
+2% +$105K 0.69% 51
2025
Q3 		$4.59M Buy
174,186
+29,249
+20% +$760K 0.64% 52
2025
Q2 		$3.41M Buy
144,937
+6,747
+5% +$143K 0.5% 89
2025
Q1 		$3M Buy
138,190
+5,457
+4% +$127K 0.44% 104
2024
Q4 		$3.12M Buy
132,733
+5,681
+4% +$140K 0.44% 94
2024
Q3 		$2.96M Sell
127,052
-4,151
-3% -$90.7K 0.4% 117
2024
Q2 		$2.63M Buy
131,203
+21,093
+19% +$409K 0.37% 126
2024
Q1 		$2.32M Buy
110,110
+3,288
+3% +$62.2K 0.32% 134
2023
Q4 		$2.07M Buy
106,822
+14,074
+15% +$234K 0.3% 139
2023
Q3 		$1.6M Buy
92,748
+21,057
+29% +$399K 0.26% 163
2023
Q2 		$1.28M Sell
71,691
-1,977
-3% -$34.9K 0.21% 174
2023
Q1 		$1.37M Buy
73,668
+5,419
+8% +$118K 0.22% 160
2022
Q4 		$1.47M Buy
68,249
+11,461
+20% +$249K 0.25% 135
2022
Q3 		$1.14M Sell
56,788
-1,092
-2% -$23.1K 0.23% 168
2022
Q2 		$1.08M Sell
57,880
-488
-0.8% -$10.1K 0.21% 182
2022
Q1 		$1.3M Sell
58,368
-958
-2% -$22.5K 0.23% 171
2021
Q4 		$1.29M Sell
59,326
-10,210
-15% -$234K 0.23% 177
2021
Q3 		$1.48M Buy
69,536
+823
+1% +$16.4K 0.28% 146
2021
Q2 		$1.39M Sell
68,713
-20,565
-23% -$445K 0.26% 177
2021
Q1 		$1.84M Sell
89,278
-9,824
-10% -$192K 0.35% 123
2020
Q4 		$1.6M Buy
99,102
+6,624
+7% +$95.8K 0.33% 129
2020
Q3 		$1.07M Buy
92,478
+19,966
+28% +$223K 0.26% 161
2020
Q2 		$806K Buy
+72,512
New +$772K 0.19% 171
2020
Q1 		– Sell
-61,555
Closed -$1.06M – 254
2019
Q4 		$1.06M Buy
61,555
+160
+0.3% +$2.63K 0.17% 179
2019
Q3 		$971K Buy
61,395
+370
+0.6% +$5.59K 0.14% 169
2019
Q2 		$912K Buy
61,025
+446
+0.7% +$6.59K 0.13% 177
2019
Q1 		$857K Buy
60,579
+14,512
+32% +$222K 0.12% 176
2018
Q4 		$616K Buy
+46,067
New +$740K 0.1% 192

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dean Investment Associates's RF Position: Q1 2026 in Review

Dean Investment Associates reduced its Regions Financial (RF) stake by 7.2% in Q1 2026, selling an estimated $361K and leaving 165,377 shares worth $4.32M. The position accounts for 0.61% of the portfolio, ranked #72.

Dean Investment Associates first reported a position in RF in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.83M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Dean Investment Associates held 165,377 shares of Regions Financial worth $4.32M as of Q1 2026.
  • Dean Investment Associates sold 12,914 Regions Financial shares in Q1 2026, an estimated $361K.
  • Regions Financial made up 0.61% of Dean Investment Associates's portfolio in Q1 2026, its #72 holding.
  • Dean Investment Associates first reported a position in Regions Financial in Q4 2018 and has held it in 29 quarters since.
  • Dean Investment Associates's Regions Financial position peaked at $4.83M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.