Greenwich Wealth Management’s Regions Financial RF Stock Holding History

Greenwich Wealth 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	$2.85M	Buy	108,984 +396	+0.4%	+$11.1K	0.12%	92
2025 Q4	$2.94M	Sell	108,588 -490	-0.4%	-$12.5K	0.13%	91
2025 Q3	$2.88M	Sell	109,078 -682	-0.6%	-$17.7K	0.14%	85
2025 Q2	$2.58M	Buy	109,760 +689	+0.6%	+$14.6K	0.13%	77
2025 Q1	$2.37M	Hold	109,071	–	–	0.18%	66
2024 Q4	$2.56M	Sell	109,071 -460	-0.4%	-$11.4K	0.18%	63
2024 Q3	$2.56M	Sell	109,531 -347	-0.3%	-$7.58K	0.17%	69
2024 Q2	$2.2M	Sell	109,878 -430	-0.4%	-$8.34K	0.16%	70
2024 Q1	$2.32M	Sell	110,308 -204	-0.2%	-$3.86K	0.18%	71
2023 Q4	$2.14M	Buy	110,512 +867	+0.8%	+$14.4K	0.21%	68
2023 Q3	$1.89M	Sell	109,645 -385	-0.3%	-$7.29K	0.2%	69
2023 Q2	$1.96M	Buy	110,030 +1,497	+1%	+$26.4K	0.21%	70
2023 Q1	$2.01M	Sell	108,533 -608	-0.6%	-$13.2K	0.22%	67
2022 Q4	$2.35M	Sell	109,141 -838	-0.8%	-$18.2K	0.26%	60
2022 Q3	$2.21M	Buy	109,979 +292	+0.3%	+$6.17K	0.24%	60
2022 Q2	$2.06M	Hold	109,687	–	–	0.27%	66
2022 Q1	$2.44M	Buy	109,687 +87	+0.1%	+$2.05K	0.25%	63
2021 Q4	$2.39M	Sell	109,600 -664	-0.6%	-$15.2K	0.2%	66
2021 Q3	$2.35M	Buy	110,264 +311	+0.3%	+$6.19K	0.2%	62
2021 Q2	$2.22M	Buy	109,953 +1	+0%	+$22	0.19%	67
2021 Q1	$2.27M	Sell	109,952 -501	-0.5%	-$9.79K	0.18%	62
2020 Q4	$1.78M	Sell	110,453 -1,872	-2%	-$27.1K	0.16%	71
2020 Q3	$1.29M	Buy	112,325 +386	+0.3%	+$4.31K	0.23%	75
2020 Q2	$1.25M	Buy	111,939 +406	+0.4%	+$4.32K	0.24%	75
2020 Q1	$1M	Buy	111,533 +569	+0.5%	+$7.97K	0.21%	72
2019 Q4	$1.9M	Sell	110,964 -194	-0.2%	-$3.19K	0.38%	56
2019 Q3	$1.76M	Sell	111,158 -1,940	-2%	-$29.3K	0.34%	57
2019 Q2	$1.69M	Buy	113,098 +1,067	+1%	+$15.8K	0.29%	61
2019 Q1	$1.58M	Buy	112,031 +2,337	+2%	+$35.8K	0.28%	59
2018 Q4	$1.47M	Hold	109,694	–	–	0.29%	60
2018 Q3	$2.01M	Sell	109,694 -8	-0%	-$151	0.35%	53
2018 Q2	$1.95M	Buy	109,702 +224	+0.2%	+$4.2K	0.35%	54
2018 Q1	$2.03M	Sell	109,478 -1,361	-1%	-$25.8K	0.32%	54
2017 Q4	$1.92M	Buy	110,839 +76	+0.1%	+$1.22K	0.32%	56
2017 Q3	$1.69M	Sell	110,763 -27,299	-20%	-$392K	0.29%	57
2017 Q2	$2.02M	Buy	138,062 +836	+0.6%	+$11.8K	0.34%	57
2017 Q1	$1.99M	Buy	137,226 +2,226	+2%	+$32.8K	0.27%	57
2016 Q4	$1.94M	Hold	135,000	–	–	0.24%	60
2016 Q3	$1.33M	Hold	135,000	–	–	0.24%	71
2016 Q2	$1.15M	Hold	135,000	–	–	0.28%	76
2016 Q1	$1.06M	Sell	135,000 -90,000	-40%	-$724K	0.27%	73
2015 Q4	$2.16M	Sell	225,000 -125,000	-36%	-$1.2M	0.53%	49
2015 Q3	$3.15M	Sell	350,000 -400,000	-53%	-$3.95M	0.76%	40
2015 Q2	$7.77M	Hold	750,000	–	–	0.99%	36
2015 Q1	$7.09M	Sell	750,000 -300,000	-29%	-$2.84M	0.8%	44
2014 Q4	$11.1M	Hold	1,050,000	–	–	0.73%	33
2014 Q3	$10.5M	Hold	1,050,000	–	–	0.71%	31
2014 Q2	$11.2M	Hold	1,050,000	–	–	0.74%	35
2014 Q1	$11.7M	Hold	1,050,000	–	–	0.81%	28
2013 Q4	$10.4M	Hold	1,050,000	–	–	1.05%	37
2013 Q3	$9.72M	Sell	1,050,000 -450,000	-30%	-$4.41M	0.7%	36
2013 Q2	$14.3M	Buy	+1,500,000	New	+$13.1M	1.06%	19

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

Greenwich Wealth Management's RF Position: Q1 2026 in Review

Greenwich Wealth Management increased its Regions Financial (RF) stake by 0.36% in Q1 2026, buying an estimated $11.1K and bringing the position to 108,984 shares worth $2.85M. The position accounts for 0.12% of the portfolio, ranked #92.

Greenwich Wealth Management first reported a position in RF in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.3M in Q2 2013. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Greenwich Wealth Management held 108,984 shares of Regions Financial worth $2.85M as of Q1 2026.
Greenwich Wealth Management bought 396 Regions Financial shares in Q1 2026, an estimated $11.1K.
Regions Financial made up 0.12% of Greenwich Wealth Management's portfolio in Q1 2026, its #92 holding.
Greenwich Wealth Management first reported a position in Regions Financial in Q2 2013 and has held it in 52 quarters since.
Greenwich Wealth Management's Regions Financial position peaked at $14.3M in Q2 2013.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.