Gotham Asset Management’s Regions Financial RF Stock Holding History

Gotham 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 Q1	$727K	Buy	27,851 +7,346	+36%	+$205K	﹤0.01%	1398
2025 Q4	$556K	Buy	20,505 +5,626	+38%	+$144K	﹤0.01%	1411
2025 Q3	$392K	Buy	14,879 +4,870	+49%	+$126K	﹤0.01%	1439
2025 Q2	$235K	Buy	+10,009	New	+$212K	﹤0.01%	1525
2024 Q2	–	Sell	-11,284	Closed	-$237K	–	1488
2024 Q1	$237K	Sell	11,284 -1,106	-9%	-$20.9K	﹤0.01%	1253
2023 Q4	$240K	Buy	12,390 +815	+7%	+$13.5K	﹤0.01%	1194
2023 Q3	$199K	Sell	11,575 -614	-5%	-$11.6K	﹤0.01%	1247
2023 Q2	$217K	Sell	12,189 -5,313	-30%	-$93.8K	﹤0.01%	1215
2023 Q1	$325K	Buy	+17,502	New	+$381K	0.01%	1106
2022 Q4	–	Sell	-20,277	Closed	-$407K	–	1299
2022 Q3	$407K	Buy	+20,277	New	+$428K	0.01%	896
2022 Q2	–	Sell	-12,385	Closed	-$276K	–	1225
2022 Q1	$276K	Sell	12,385 -17,600	-59%	-$414K	0.01%	969
2021 Q4	$654K	Sell	29,985 -49,348	-62%	-$1.13M	0.02%	676
2021 Q3	$1.69M	Sell	79,333 -59,816	-43%	-$1.19M	0.07%	346
2021 Q2	$2.81M	Buy	139,149 +113,472	+442%	+$2.45M	0.12%	235
2021 Q1	$530K	Buy	+25,677	New	+$502K	0.02%	662
2020 Q2	–	Sell	-41,561	Closed	-$373K	–	1177
2020 Q1	$373K	Buy	41,561 +11,715	+39%	+$164K	0.01%	774
2019 Q4	$512K	Buy	29,846 +8,841	+42%	+$146K	0.01%	805
2019 Q3	$332K	Sell	21,005 -2,559	-11%	-$38.7K	0.01%	888
2019 Q2	$352K	Buy	23,564 +1,765	+8%	+$26.1K	0.01%	896
2019 Q1	$308K	Buy	+21,799	New	+$334K	﹤0.01%	990
2016 Q4	–	Sell	-21,145	Closed	-$209K	–	1037
2016 Q3	$209K	Sell	21,145 -12	-0.1%	-$112	﹤0.01%	860
2016 Q2	$180K	Sell	21,157 -525	-2%	-$4.75K	﹤0.01%	896
2016 Q1	$170K	Sell	21,682 -25,115	-54%	-$202K	﹤0.01%	921
2015 Q4	$449K	Buy	+46,797	New	+$449K	﹤0.01%	708
2015 Q2	–	Sell	-34,398	Closed	-$325K	–	1021
2015 Q1	$325K	Buy	34,398 +16,977	+97%	+$161K	﹤0.01%	781
2014 Q4	$184K	Sell	17,421 -2,392	-12%	-$23.9K	﹤0.01%	916
2014 Q3	$199K	Buy	19,813 +1,831	+10%	+$18.7K	﹤0.01%	939
2014 Q2	$191K	Sell	17,982 -2,106	-10%	-$22K	﹤0.01%	966
2014 Q1	$223K	Sell	20,088 -20,726	-51%	-$218K	﹤0.01%	950
2013 Q4	$404K	Buy	40,814 +2,532	+7%	+$24.4K	0.01%	802
2013 Q3	$354K	Buy	+38,282	New	+$375K	0.01%	761

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gotham Asset Management's RF Position: Q1 2026 in Review

Gotham Asset Management increased its Regions Financial (RF) stake by 36% in Q1 2026, buying an estimated $205K and bringing the position to 27,851 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Gotham Asset Management first reported a position in RF in Q3 2013 and has held it in 31 quarters since. The position peaked at $2.81M in Q2 2021. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Gotham Asset Management held 27,851 shares of Regions Financial worth $727K as of Q1 2026.
Gotham Asset Management bought 7,346 Regions Financial shares in Q1 2026, an estimated $205K.
Regions Financial made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1398 holding.
Gotham Asset Management first reported a position in Regions Financial in Q3 2013 and has held it in 31 quarters since.
Gotham Asset Management's Regions Financial position peaked at $2.81M in Q2 2021.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.