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Harmony Asset Management’s Regions Financial RF Stock Holding History

Harmony 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 		$330K Sell
10,915
-1,745
-14% -$49K 0.09% 156
2026
Q1 		$331K Sell
12,660
-36,545
-74% -$1.02M 0.1% 147
2025
Q4 		$1.33M Buy
49,205
+305
+0.6% +$7.79K 0.45% 56
2025
Q3 		$1.29M Buy
48,900
+26,050
+114% +$677K 0.44% 61
2025
Q2 		$537K Buy
+22,850
New +$484K 0.2% 107

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Harmony Asset Management reduced its Regions Financial (RF) stake by 14% in Q2 2026, selling an estimated $49K and leaving 10,915 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #156.

Harmony Asset Management first reported a position in RF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Harmony Asset Management held 10,915 shares of Regions Financial worth $330K as of Q2 2026.
  • Harmony Asset Management sold 1,745 Regions Financial shares in Q2 2026, an estimated $49K.
  • Regions Financial made up 0.09% of Harmony Asset Management's portfolio in Q2 2026, its #156 holding.
  • Harmony Asset Management first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • Harmony Asset Management's Regions Financial position peaked at $1.33M in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.