FAM
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Fulcrum Asset Management’s Regions Financial RF Stock Holding History

Fulcrum Asset 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 		$7.29K Buy
+241
New +$6.76K ﹤0.01% 714

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
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

Fulcrum Asset Management's RF Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Regions Financial (RF) in Q2 2026: 241 shares worth $7.29K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings.

1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Fulcrum Asset Management held 241 shares of Regions Financial worth $7.29K as of Q2 2026.
  • Regions Financial was a new Fulcrum Asset Management position in Q2 2026.
  • Regions Financial made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #714 holding.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.