Harvest Fund Management’s Regions Financial RF Stock Holding History

Harvest Fund 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	$220K	Sell	7,267 -205	-3%	-$5.75K	0.01%	265
2026 Q1	$195K	Hold	7,472	–	–	0.01%	280
2025 Q4	$203K	Hold	7,472	–	–	0.01%	346
2025 Q3	$197K	Buy	7,472 +2,498	+50%	+$64.9K	0.01%	330
2025 Q2	$117K	Sell	4,974 -3,290	-40%	-$69.6K	0.01%	368
2025 Q1	$180K	Sell	8,264 -7,503	-48%	-$175K	0.01%	376
2024 Q4	$371K	Buy	15,767 +12,710	+416%	+$314K	0.02%	379
2024 Q3	$71K	Hold	3,057	–	–	﹤0.01%	434
2024 Q2	$61K	Hold	3,057	–	–	﹤0.01%	468
2024 Q1	$64K	Hold	3,057	–	–	0.01%	476
2023 Q4	$59K	Hold	3,057	–	–	0.01%	400
2023 Q3	$53K	Buy	+3,057	New	+$57.9K	0.01%	399
2022 Q4	–	Sell	-1,635	Closed	-$33K	–	841
2022 Q3	$33K	Hold	1,635	–	–	0.01%	482
2022 Q2	$31K	Hold	1,635	–	–	0.01%	480
2022 Q1	$36K	Hold	1,635	–	–	0.01%	501
2021 Q4	$35K	Hold	1,635	–	–	0.01%	534
2021 Q3	$34K	Hold	1,635	–	–	0.01%	491
2021 Q2	$33K	Hold	1,635	–	–	﹤0.01%	538
2021 Q1	$33K	Buy	+1,635	New	+$32K	﹤0.01%	520

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harvest Fund Management's RF Position: Q2 2026 in Review

Harvest Fund Management reduced its Regions Financial (RF) stake by 2.7% in Q2 2026, selling an estimated $5.75K and leaving 7,267 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #265.

Harvest Fund Management first reported a position in RF in Q1 2021 and has held it in 19 quarters since. The position peaked at $371K in Q4 2024. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Harvest Fund Management held 7,267 shares of Regions Financial worth $220K as of Q2 2026.
Harvest Fund Management sold 205 Regions Financial shares in Q2 2026, an estimated $5.75K.
Regions Financial made up 0.01% of Harvest Fund Management's portfolio in Q2 2026, its #265 holding.
Harvest Fund Management first reported a position in Regions Financial in Q1 2021 and has held it in 19 quarters since.
Harvest Fund Management's Regions Financial position peaked at $371K in Q4 2024.
1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.