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Forum Financial Management’s Regions Financial RF Stock Holding History

Forum Financial 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
Q1 		– Sell
-31,357
Closed -$850K – 837
2025
Q4 		$850K Buy
31,357
+1,126
+4% +$28.8K 0.01% 292
2025
Q3 		$797K Buy
30,231
+3,406
+13% +$88.5K 0.01% 292
2025
Q2 		$631K Buy
26,825
+10,463
+64% +$221K 0.01% 333
2025
Q1 		$356K Sell
16,362
-35
-0.2% -$815 0.01% 503
2024
Q4 		$386K Buy
16,397
+267
+2% +$6.6K 0.01% 493
2024
Q3 		$376K Buy
16,130
+34
+0.2% +$743 0.01% 419
2024
Q2 		$323K Buy
16,096
+21
+0.1% +$407 0.01% 451
2024
Q1 		$338K Hold
16,075
– – 0.01% 449
2023
Q4 		$312K Sell
16,075
-5,730
-26% -$95.1K 0.01% 438
2023
Q3 		$375K Hold
21,805
– – 0.01% 355
2023
Q2 		$389K Hold
21,805
– – 0.01% 357
2023
Q1 		$405K Sell
21,805
-50
-0.2% -$1.09K 0.01% 314
2022
Q4 		$471K Sell
21,855
-11
-0.1% -$239 0.02% 263
2022
Q3 		$439K Buy
21,866
+61
+0.3% +$1.29K 0.02% 245
2022
Q2 		$409K Hold
21,805
– – 0.02% 271
2022
Q1 		$485K Hold
21,805
– – 0.02% 245
2021
Q4 		$475K Buy
+21,805
New +$499K 0.02% 265

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's RF Position: Q1 2026 in Review

Forum Financial Management sold out of Regions Financial (RF) in Q1 2026, closing a stake of 31,357 shares — an estimated $850K sold.

Forum Financial Management first reported a position in RF in Q4 2021 and held it in 17 quarters. The position peaked at $850K in Q4 2025. 1,079 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Forum Financial Management reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 31,357 Regions Financial shares in Q1 2026, an estimated $850K.
  • Forum Financial Management first reported a position in Regions Financial in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Regions Financial position peaked at $850K in Q4 2025.
  • 1,079 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.