Fidelis Capital Partners’s Regions Financial RF Stock Holding History

Fidelis Capital 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	$876K	Buy	29,021 +306	+1%	+$8.59K	0.05%	248
2026 Q1	$750K	Sell	28,715 -22,712	-44%	-$634K	0.05%	254
2025 Q4	$1.39M	Buy	51,427 +22,112	+75%	+$565K	0.1%	160
2025 Q3	$773K	Buy	29,315 +16,779	+134%	+$436K	0.06%	237
2025 Q2	$313K	Sell	12,536 -729	-5%	-$15.4K	0.03%	342
2025 Q1	$269K	Sell	13,265 -687	-5%	-$16K	0.03%	339
2024 Q4	$336K	Buy	13,952 +239	+2%	+$5.91K	0.03%	319
2024 Q3	$324K	Buy	13,713 +67	+0.5%	+$1.46K	0.04%	303
2024 Q2	$280K	Buy	13,646 +858	+7%	+$16.6K	0.04%	299
2024 Q1	$269K	Buy	12,788 +321	+3%	+$6.07K	0.04%	306
2023 Q4	$242K	Buy	+12,467	New	+$207K	0.05%	281
2023 Q3	–	Sell	-12,840	Closed	-$229K	–	288
2023 Q2	$229K	Buy	12,840 +287	+2%	+$5.07K	0.08%	244
2023 Q1	$208K	Buy	+12,553	New	+$273K	0.09%	233

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 $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelis Capital Partners's RF Position: Q2 2026 in Review

Fidelis Capital Partners increased its Regions Financial (RF) stake by 1.1% in Q2 2026, buying an estimated $8.59K and bringing the position to 29,021 shares worth $876K. The position accounts for 0.05% of the portfolio, ranked #248.

Fidelis Capital Partners first reported a position in RF in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Fidelis Capital Partners held 29,021 shares of Regions Financial worth $876K as of Q2 2026.
Fidelis Capital Partners bought 306 Regions Financial shares in Q2 2026, an estimated $8.59K.
Regions Financial made up 0.05% of Fidelis Capital Partners's portfolio in Q2 2026, its #248 holding.
Fidelis Capital Partners first reported a position in Regions Financial in Q1 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's Regions Financial position peaked at $1.39M in Q4 2025.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.