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Essential Partners’s Regions Financial RF Stock Holding History

Essential 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 		$111K Buy
3,661
+2,489
+212% +$69.9K 0.05% 390
2026
Q1 		$30.6K Sell
1,172
-3,494
-75% -$97.6K 0.01% 759
2025
Q4 		$126K Buy
4,666
+2,934
+169% +$74.9K 0.04% 392
2025
Q3 		$45.7K Buy
1,732
+1,422
+459% +$36.9K 0.02% 612
2025
Q2 		$7.29K Buy
+310
New +$6.56K ﹤0.01% 941

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 $3.38T AUM 44.17% 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

Essential Partners's RF Position: Q2 2026 in Review

Essential Partners increased its Regions Financial (RF) stake by 212% in Q2 2026, buying an estimated $69.9K and bringing the position to 3,661 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #390.

Essential Partners first reported a position in RF in Q2 2025 and has held it in 5 quarters since. The position peaked at $126K in Q4 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Essential Partners held 3,661 shares of Regions Financial worth $111K as of Q2 2026.
  • Essential Partners bought 2,489 Regions Financial shares in Q2 2026, an estimated $69.9K.
  • Regions Financial made up 0.05% of Essential Partners's portfolio in Q2 2026, its #390 holding.
  • Essential Partners first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Regions Financial position peaked at $126K in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.