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Horizon Investments’s Regions Financial RF Stock Holding History

Horizon Investments’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 		$9.08M Buy
347,732
+16,792
+5% +$469K 0.1% 170
2025
Q4 		$8.97M Sell
330,940
-82,601
-20% -$2.11M 0.11% 151
2025
Q3 		$10.9M Buy
413,541
+43,047
+12% +$1.12M 0.14% 119
2025
Q2 		$8.71M Buy
370,494
+357,125
+2,671% +$7.56M 0.14% 117
2025
Q1 		$291K Buy
13,369
+508
+4% +$11.8K 0.01% 471
2024
Q4 		$302K Buy
12,861
+136
+1% +$3.36K 0.01% 455
2024
Q3 		$297K Sell
12,725
-894
-7% -$19.5K 0.01% 457
2024
Q2 		$273K Buy
13,619
+165
+1% +$3.2K 0.01% 474
2024
Q1 		$283K Sell
13,454
-336
-2% -$6.35K 0.01% 467
2023
Q4 		$267K Sell
13,790
-121
-0.9% -$2.01K 0.01% 457
2023
Q3 		$239K Sell
13,911
-11
-0.1% -$208 0.01% 465
2023
Q2 		$248K Sell
13,922
-875
-6% -$15.4K 0.01% 466
2023
Q1 		$275K Sell
14,797
-19,187
-56% -$418K 0.01% 419
2022
Q4 		$733K Buy
33,984
+3,844
+13% +$83.3K 0.02% 288
2022
Q3 		$605K Buy
30,140
+6,490
+27% +$137K 0.02% 297
2022
Q2 		$443K Sell
23,650
-4,593
-16% -$94.8K 0.01% 306
2022
Q1 		$629K Buy
28,243
+7,120
+34% +$168K 0.02% 297
2021
Q4 		$460K Buy
21,123
+4,323
+26% +$98.9K 0.01% 340
2021
Q3 		$358K Sell
16,800
-8,784
-34% -$175K 0.01% 370
2021
Q2 		$516K Sell
25,584
-13,530
-35% -$293K 0.02% 307
2021
Q1 		$808K Buy
+39,114
New +$765K 0.03% 234
2020
Q4 		– Sell
-35,120
Closed -$405K – 331
2020
Q3 		$405K Buy
+35,120
New +$392K 0.01% 316
2020
Q2 		– Sell
-12,340
Closed -$111K – 446
2020
Q1 		$111K Sell
12,340
-252,232
-95% -$3.53M 0.01% 302
2019
Q4 		$4.54M Buy
264,572
+253,124
+2,211% +$4.17M 0.2% 72
2019
Q3 		$181K Sell
11,448
-7,027
-38% -$106K 0.01% 391
2019
Q2 		$276K Sell
18,475
-183,176
-91% -$2.7M 0.01% 422
2019
Q1 		$2.85M Buy
201,651
+105,752
+110% +$1.62M 0.1% 101
2018
Q4 		$1.28M Buy
+95,899
New +$1.54M 0.06% 131

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investments's RF Position: Q1 2026 in Review

Horizon Investments increased its Regions Financial (RF) stake by 5.1% in Q1 2026, buying an estimated $469K and bringing the position to 347,732 shares worth $9.08M. The position accounts for 0.1% of the portfolio, ranked #170.

Horizon Investments first reported a position in RF in Q4 2018 and has held it in 28 quarters since. The position peaked at $10.9M in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Horizon Investments held 347,732 shares of Regions Financial worth $9.08M as of Q1 2026.
  • Horizon Investments bought 16,792 Regions Financial shares in Q1 2026, an estimated $469K.
  • Regions Financial made up 0.1% of Horizon Investments's portfolio in Q1 2026, its #170 holding.
  • Horizon Investments first reported a position in Regions Financial in Q4 2018 and has held it in 28 quarters since.
  • Horizon Investments's Regions Financial position peaked at $10.9M in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.