HM Payson & Co’s Regions Financial RF Stock Holding History

HM Payson & Co’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	$32K	Hold	1,060	–	–	﹤0.01%	791
2026 Q1	$27.7K	Hold	1,060	–	–	﹤0.01%	797
2025 Q4	$28.7K	Hold	1,060	–	–	﹤0.01%	785
2025 Q3	$28K	Buy	1,060 +322	+44%	+$8.36K	﹤0.01%	786
2025 Q2	$17.4K	Hold	738	–	–	﹤0.01%	804
2025 Q1	$16K	Buy	738 +517	+234%	+$12K	﹤0.01%	819
2024 Q4	$5.2K	Sell	221 -29	-12%	-$717	﹤0.01%	897
2024 Q3	$5.83K	Buy	250 +149	+148%	+$3.26K	﹤0.01%	893
2024 Q2	$2.02K	Hold	101	–	–	﹤0.01%	929
2024 Q1	$2.13K	Buy	+101	New	+$1.91K	﹤0.01%	900
2023 Q4	–	Sell	-2,100	Closed	-$36.1K	–	1029
2023 Q3	$36.1K	Buy	2,100 +2,000	+2,000%	+$37.9K	﹤0.01%	643
2023 Q2	$1.78K	Hold	100	–	–	﹤0.01%	929
2023 Q1	$1.86K	Sell	100 -156	-61%	-$3.4K	﹤0.01%	927
2022 Q4	$5.52K	Buy	256 +156	+156%	+$3.38K	﹤0.01%	797
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	924
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	969
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	988
2021 Q4	$2K	Sell	100 -309	-76%	-$7.07K	﹤0.01%	1018
2021 Q3	$9K	Hold	409	–	–	﹤0.01%	847
2021 Q2	$8K	Hold	409	–	–	﹤0.01%	845
2021 Q1	$8K	Buy	409 +100	+32%	+$1.96K	﹤0.01%	896
2020 Q4	$5K	Hold	309	–	–	﹤0.01%	932
2020 Q3	$4K	Buy	+309	New	+$3.45K	﹤0.01%	910

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

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

HM Payson & Co's RF Position: Q2 2026 in Review

HM Payson & Co held its Regions Financial (RF) position steady in Q2 2026 at 1,060 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

HM Payson & Co first reported a position in RF in Q3 2020 and has held it in 23 quarters since. The position peaked at $36.1K in Q3 2023. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

HM Payson & Co held 1,060 shares of Regions Financial worth $32K as of Q2 2026.
HM Payson & Co left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #791 holding.
HM Payson & Co first reported a position in Regions Financial in Q3 2020 and has held it in 23 quarters since.
HM Payson & Co's Regions Financial position peaked at $36.1K in Q3 2023.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.