Envestnet Portfolio Solutions
RF icon

Envestnet Portfolio Solutions’s Regions Financial RF Stock Holding History

Envestnet Portfolio Solutions’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 		$22.2M Buy
733,501
+80,181
+12% +$2.25M 0.11% 122
2026
Q1 		$17.1M Sell
653,320
-23,543
-3% -$657K 0.09% 128
2025
Q4 		$18.3M Buy
676,863
+22,710
+3% +$580K 0.06% 156
2025
Q3 		$17.3M Buy
654,153
+38,002
+6% +$987K 0.06% 152
2025
Q2 		$14.5M Buy
616,151
+81,070
+15% +$1.72M 0.05% 173
2025
Q1 		$11.6M Buy
535,081
+16,298
+3% +$380K 0.04% 205
2024
Q4 		$12.2M Sell
518,783
-75,603
-13% -$1.87M 0.04% 215
2024
Q3 		$13.9M Buy
594,386
+184,509
+45% +$4.03M 0.05% 200
2024
Q2 		$8.21M Sell
409,877
-5,228
-1% -$101K 0.03% 270
2024
Q1 		$8.73M Buy
415,105
+98,003
+31% +$1.85M 0.03% 259
2023
Q4 		$6.15M Sell
317,102
-26,858
-8% -$446K 0.03% 284
2023
Q3 		$5.92M Buy
+343,960
New +$6.52M 0.03% 270

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions's RF Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Regions Financial (RF) stake by 12% in Q2 2026, buying an estimated $2.25M and bringing the position to 733,501 shares worth $22.2M. The position accounts for 0.11% of the portfolio, ranked #122.

Envestnet Portfolio Solutions first reported a position in RF in Q3 2023 and has held it in 12 quarters since. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Envestnet Portfolio Solutions held 733,501 shares of Regions Financial worth $22.2M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 80,181 Regions Financial shares in Q2 2026, an estimated $2.25M.
  • Regions Financial made up 0.11% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #122 holding.
  • Envestnet Portfolio Solutions first reported a position in Regions Financial in Q3 2023 and has held it in 12 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.