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Greystone Financial Group’s Regions Financial RF Stock Holding History

Greystone Financial Group’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 		– Sell
-233,775
Closed -$6.11M – 86
2026
Q1 		$6.11M Sell
233,775
-150,992
-39% -$4.22M 1.73% 25
2025
Q4 		$10.4M Buy
384,767
+65,020
+20% +$1.66M 1.63% 27
2025
Q3 		$8.43M Sell
319,747
-48,481
-13% -$1.26M 1.31% 35
2025
Q2 		$8.66M Buy
368,228
+25,841
+8% +$547K 1.43% 30
2025
Q1 		$7.44M Buy
+342,387
New +$7.98M 1.35% 35

Other funds holding RF

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Greystone Financial Group's RF Position: Q2 2026 in Review

Greystone Financial Group sold out of Regions Financial (RF) in Q2 2026, closing a stake of 233,775 shares — an estimated $6.11M sold.

Greystone Financial Group first reported a position in RF in Q1 2025 and held it in 5 quarters. The position peaked at $10.4M in Q4 2025. 469 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Greystone Financial Group reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • Greystone Financial Group sold 233,775 Regions Financial shares in Q2 2026, an estimated $6.11M.
  • Greystone Financial Group first reported a position in Regions Financial in Q1 2025 and held it in 5 quarters.
  • Greystone Financial Group's Regions Financial position peaked at $10.4M in Q4 2025.
  • 469 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.