FGP
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Freestone Grove Partners’s Regions Financial RF Stock Holding History

Freestone Grove 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 		$12.2M Buy
+404,271
New +$11.3M 0.08% 266
2025
Q4 		– Sell
-1,192,850
Closed -$31.5M – 908
2025
Q3 		$31.5M Buy
+1,192,850
New +$31M 0.23% 151

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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
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

Freestone Grove Partners's RF Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Regions Financial (RF) in Q2 2026: 404,271 shares worth $12.2M. The stake represents 0.08% of the portfolio and ranks #266 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in RF as recently as Q3 2025.

Freestone Grove Partners first reported a position in RF in Q3 2025 and has held it in 2 quarters since. The position peaked at $31.5M in Q3 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Freestone Grove Partners held 404,271 shares of Regions Financial worth $12.2M as of Q2 2026.
  • Regions Financial was a new Freestone Grove Partners position in Q2 2026.
  • Regions Financial made up 0.08% of Freestone Grove Partners's portfolio in Q2 2026, its #266 holding.
  • Freestone Grove Partners first reported a position in Regions Financial in Q3 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's Regions Financial position peaked at $31.5M in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.