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Edgestream Partners’s Regions Financial RF Stock Holding History

Edgestream Partners’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 		$248K Sell
9,506
-57,666
-86% -$1.61M 0.01% 832
2025
Q4 		$1.82M Buy
+67,172
New +$1.72M 0.05% 560
2025
Q1 		– Sell
-191,882
Closed -$4.51M – 1023
2024
Q4 		$4.51M Buy
191,882
+39,095
+26% +$966K 0.19% 181
2024
Q3 		$3.56M Buy
+152,787
New +$3.34M 0.16% 216
2024
Q2 		– Sell
-32,653
Closed -$687K – 1005
2024
Q1 		$687K Sell
32,653
-106,800
-77% -$2.02M 0.03% 585
2023
Q4 		$2.7M Buy
139,453
+103,161
+284% +$1.71M 0.19% 166
2023
Q3 		$624K Buy
+36,292
New +$687K 0.05% 536
2023
Q1 		– Sell
-9,729
Closed -$210K – 630
2022
Q4 		$210K Buy
+9,729
New +$211K 0.02% 475
2022
Q3 		– Sell
-54,661
Closed -$1.02M – 582
2022
Q2 		$1.02M Sell
54,661
-180,566
-77% -$3.73M 0.08% 316
2022
Q1 		$5.24M Sell
235,227
-30,509
-11% -$718K 0.42% 60
2021
Q4 		$5.79M Sell
265,736
-112,753
-30% -$2.58M 0.36% 79
2021
Q3 		$8.07M Buy
378,489
+134,806
+55% +$2.68M 0.5% 52
2021
Q2 		$4.92M Buy
+243,683
New +$5.27M 0.29% 123
2020
Q3 		– Sell
-75,227
Closed -$837K – 345
2020
Q2 		$837K Buy
75,227
+15,922
+27% +$169K 0.04% 254
2020
Q1 		$532K Buy
+59,305
New +$831K 0.05% 244
2019
Q1 		– Sell
-501,699
Closed -$6.71M – 282
2018
Q4 		$6.71M Buy
501,699
+432,051
+620% +$6.94M 1.18% 23
2018
Q3 		$1.28M Buy
69,648
+45,015
+183% +$847K 0.22% 135
2018
Q2 		$438K Buy
+24,633
New +$461K 0.09% 204

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

Edgestream Partners's RF Position: Q1 2026 in Review

Edgestream Partners reduced its Regions Financial (RF) stake by 86% in Q1 2026, selling an estimated $1.61M and leaving 9,506 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #832.

Edgestream Partners first reported a position in RF in Q2 2018 and has held it in 18 quarters since. The position peaked at $8.07M in Q3 2021. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Edgestream Partners held 9,506 shares of Regions Financial worth $248K as of Q1 2026.
  • Edgestream Partners sold 57,666 Regions Financial shares in Q1 2026, an estimated $1.61M.
  • Regions Financial made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #832 holding.
  • Edgestream Partners first reported a position in Regions Financial in Q2 2018 and has held it in 18 quarters since.
  • Edgestream Partners's Regions Financial position peaked at $8.07M in Q3 2021.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.