Harvest Portfolios Group’s Regions Financial RF Stock Holding History

Harvest Portfolios 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 Q1	$5.7M	Sell	218,166 -19,360	-8%	-$541K	0.09%	117
2025 Q4	$6.44M	Sell	237,526 -4,103	-2%	-$105K	0.11%	101
2025 Q3	$6.37M	Sell	241,629 -20,227	-8%	-$525K	0.12%	103
2025 Q2	$6.16M	Sell	261,856 -21,222	-7%	-$449K	0.14%	95
2025 Q1	$6.15M	Buy	283,078 +36,332	+15%	+$846K	0.18%	89
2024 Q4	$5.8M	Sell	246,746 -20,023	-8%	-$495K	0.19%	86
2024 Q3	$6.22M	Sell	266,769 -32,252	-11%	-$705K	0.21%	72
2024 Q2	$5.99M	Buy	299,021 +13,417	+5%	+$260K	0.23%	70
2024 Q1	$6.01M	Buy	285,604 +29,452	+11%	+$557K	0.23%	72
2023 Q4	$4.96M	Buy	256,152 +10,802	+4%	+$179K	0.21%	76
2023 Q3	$4.22M	Sell	245,350 -4,290	-2%	-$81.3K	0.2%	80
2023 Q2	$4.45M	Buy	249,640 +18,211	+8%	+$321K	0.2%	80
2023 Q1	$4.3M	Buy	231,429 +47,598	+26%	+$1.04M	0.21%	70
2022 Q4	$3.96M	Buy	+183,831	New	+$3.99M	0.23%	65

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

Harvest Portfolios Group's RF Position: Q1 2026 in Review

Harvest Portfolios Group reduced its Regions Financial (RF) stake by 8.2% in Q1 2026, selling an estimated $541K and leaving 218,166 shares worth $5.7M. The position accounts for 0.09% of the portfolio, ranked #117.

Harvest Portfolios Group first reported a position in RF in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.44M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Harvest Portfolios Group held 218,166 shares of Regions Financial worth $5.7M as of Q1 2026.
Harvest Portfolios Group sold 19,360 Regions Financial shares in Q1 2026, an estimated $541K.
Regions Financial made up 0.09% of Harvest Portfolios Group's portfolio in Q1 2026, its #117 holding.
Harvest Portfolios Group first reported a position in Regions Financial in Q4 2022 and has held it in 14 quarters since.
Harvest Portfolios Group's Regions Financial position peaked at $6.44M in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.