Evergreen Capital Management’s Regions Financial RF Stock Holding History

Evergreen Capital Management’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	$364K	Sell	12,035 -59,675	-83%	-$1.68M	0.01%	1091
2026 Q1	$1.89M	Buy	71,710 +196	+0.3%	+$5.47K	0.04%	328
2025 Q4	$1.94M	Buy	+71,514	New	+$1.83M	0.04%	313
2025 Q2	–	Sell	-9,847	Closed	-$217K	–	1228
2025 Q1	$217K	Sell	9,847 -2,296	-19%	-$53.5K	0.01%	949
2024 Q4	$288K	Buy	12,143 +3,092	+34%	+$76.4K	0.01%	756
2024 Q3	$213K	Buy	+9,051	New	+$198K	0.01%	901
2023 Q1	–	Sell	-16,734	Closed	-$364K	–	749
2022 Q4	$364K	Buy	16,734 +5,039	+43%	+$109K	0.02%	426
2022 Q3	$237K	Buy	+11,695	New	+$247K	0.01%	504

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Evergreen Capital Management's RF Position: Q2 2026 in Review

Evergreen Capital Management reduced its Regions Financial (RF) stake by 83% in Q2 2026, selling an estimated $1.68M and leaving 12,035 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1091.

Evergreen Capital Management first reported a position in RF in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.94M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Evergreen Capital Management held 12,035 shares of Regions Financial worth $364K as of Q2 2026.
Evergreen Capital Management sold 59,675 Regions Financial shares in Q2 2026, an estimated $1.68M.
Regions Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1091 holding.
Evergreen Capital Management first reported a position in Regions Financial in Q3 2022 and has held it in 8 quarters since.
Evergreen Capital Management's Regions Financial position peaked at $1.94M in Q4 2025.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.