Deseret Mutual Benefit Administrators’s Regions Financial RF Stock Holding History

Deseret Mutual Benefit Administrators’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	$87.8K	Sell	2,908 -403	-12%	-$11.3K	0.03%	316
2026 Q1	$86.5K	Buy	3,311 +1,526	+85%	+$42.6K	0.03%	319
2025 Q4	$48.4K	Hold	1,785	–	–	0.02%	319
2025 Q3	$47.1K	Sell	1,785 -216	-11%	-$5.61K	0.02%	321
2025 Q2	$47.1K	Hold	2,001	–	–	0.02%	309
2025 Q1	$43.5K	Hold	2,001	–	–	0.02%	309
2024 Q4	$47.1K	Hold	2,001	–	–	0.02%	299
2024 Q3	$46.7K	Hold	2,001	–	–	0.02%	314
2024 Q2	$40.1K	Hold	2,001	–	–	0.02%	316
2024 Q1	$42.1K	Buy	2,001 +324	+19%	+$6.13K	0.02%	316
2023 Q4	$32.5K	Sell	1,677 -478	-22%	-$7.93K	0.02%	342
2023 Q3	$37.1K	Sell	2,155 -69	-3%	-$1.31K	0.02%	347
2023 Q2	$39.6K	Hold	2,224	–	–	0.02%	350
2023 Q1	$41.3K	Hold	2,224	–	–	0.02%	335
2022 Q4	$47.9K	Sell	2,224 -1,865	-46%	-$40.4K	0.02%	307
2022 Q3	$82K	Sell	4,089 -711	-15%	-$15K	0.02%	311
2022 Q2	$90K	Hold	4,800	–	–	0.02%	341
2022 Q1	$107K	Sell	4,800 -1,060	-18%	-$24.9K	0.02%	339
2021 Q4	$128K	Hold	5,860	–	–	0.02%	331
2021 Q3	$125K	Sell	5,860 -2,590	-31%	-$51.5K	0.02%	326
2021 Q2	$171K	Buy	+8,450	New	+$183K	0.04%	232

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

Deseret Mutual Benefit Administrators's RF Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Regions Financial (RF) stake by 12% in Q2 2026, selling an estimated $11.3K and leaving 2,908 shares worth $87.8K. The position accounts for 0.03% of the portfolio, ranked #316.

Deseret Mutual Benefit Administrators first reported a position in RF in Q2 2021 and has held it in 21 quarters since. The position peaked at $171K in Q2 2021. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Deseret Mutual Benefit Administrators held 2,908 shares of Regions Financial worth $87.8K as of Q2 2026.
Deseret Mutual Benefit Administrators sold 403 Regions Financial shares in Q2 2026, an estimated $11.3K.
Regions Financial made up 0.03% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #316 holding.
Deseret Mutual Benefit Administrators first reported a position in Regions Financial in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Regions Financial position peaked at $171K in Q2 2021.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.