EIP
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Epoch Investment Partners’s Regions Financial RF Stock Holding History

Epoch Investment 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
Q2 		$58.5M Sell
1,937,696
-186,600
-9% -$5.24M 0.33% 111
2026
Q1 		$55.5M Sell
2,124,296
-123,177
-5% -$3.44M 0.34% 116
2025
Q4 		$60.9M Buy
2,247,473
+180,109
+9% +$4.6M 0.35% 108
2025
Q3 		$54.5M Sell
2,067,364
-139,123
-6% -$3.61M 0.3% 117
2025
Q2 		$51.9M Sell
2,206,487
-115,118
-5% -$2.44M 0.27% 132
2025
Q1 		$50.4M Sell
2,321,605
-12,303
-0.5% -$287K 0.26% 145
2024
Q4 		$54.9M Sell
2,333,908
-57,050
-2% -$1.41M 0.27% 141
2024
Q3 		$55.8M Sell
2,390,958
-168,699
-7% -$3.69M 0.25% 151
2024
Q2 		$51.3M Sell
2,559,657
-61,814
-2% -$1.2M 0.23% 149
2024
Q1 		$55.2M Sell
2,621,471
-344,839
-12% -$6.52M 0.25% 150
2023
Q4 		$57.5M Buy
2,966,310
+49,204
+2% +$817K 0.26% 149
2023
Q3 		$50.2M Sell
2,917,106
-270,571
-8% -$5.13M 0.32% 108
2023
Q2 		$56.8M Buy
+3,187,677
New +$56.3M 0.33% 104

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

Epoch Investment Partners's RF Position: Q2 2026 in Review

Epoch Investment Partners reduced its Regions Financial (RF) stake by 8.8% in Q2 2026, selling an estimated $5.24M and leaving 1,937,696 shares worth $58.5M. The position accounts for 0.33% of the portfolio, ranked #111.

Epoch Investment Partners first reported a position in RF in Q2 2023 and has held it in 13 quarters since. The position peaked at $60.9M in Q4 2025. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Epoch Investment Partners held 1,937,696 shares of Regions Financial worth $58.5M as of Q2 2026.
  • Epoch Investment Partners sold 186,600 Regions Financial shares in Q2 2026, an estimated $5.24M.
  • Regions Financial made up 0.33% of Epoch Investment Partners's portfolio in Q2 2026, its #111 holding.
  • Epoch Investment Partners first reported a position in Regions Financial in Q2 2023 and has held it in 13 quarters since.
  • Epoch Investment Partners's Regions Financial position peaked at $60.9M in Q4 2025.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.