First Heartland Consultants’s Regions Financial RF Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-11,487	Closed	-$311K	–	570
2025 Q4	$311K	Buy	+11,487	New	+$293K	0.02%	410
2022 Q1	–	Sell	-10,771	Closed	-$234K	–	400
2021 Q4	$234K	Buy	10,771 +178	+2%	+$4.07K	0.01%	331
2021 Q3	$226K	Buy	10,593 +3	+0%	+$60	0.03%	351
2021 Q2	$214K	Buy	+10,590	New	+$229K	0.03%	360

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

First Heartland Consultants's RF Position: Q1 2026 in Review

First Heartland Consultants sold out of Regions Financial (RF) in Q1 2026, closing a stake of 11,487 shares — an estimated $311K sold.

First Heartland Consultants first reported a position in RF in Q2 2021 and held it in 4 quarters. The position peaked at $311K in Q4 2025. 1,083 funds tracked by Wall St. Rank hold RF as of Q1 2026.

First Heartland Consultants reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
First Heartland Consultants sold 11,487 Regions Financial shares in Q1 2026, an estimated $311K.
First Heartland Consultants first reported a position in Regions Financial in Q2 2021 and held it in 4 quarters.
First Heartland Consultants's Regions Financial position peaked at $311K in Q4 2025.
1,083 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.