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INVST’s Regions Financial RF Stock Holding History

INVST’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 		$856K Buy
+32,763
New +$915K 0.1% 170
2023
Q1 		– Sell
-20,586
Closed -$485K – 189
2022
Q4 		$485K Sell
20,586
-2,199
-10% -$47.7K 0.08% 122
2022
Q3 		$462K Buy
22,785
+518
+2% +$10.9K 0.08% 118
2022
Q2 		$495K Buy
22,267
+234
+1% +$4.83K 0.08% 123
2022
Q1 		$453K Buy
22,033
+54
+0.2% +$1.27K 0.07% 123
2021
Q4 		$515K Buy
21,979
+4,651
+27% +$106K 0.08% 105
2021
Q3 		$369K Buy
17,328
+1,384
+9% +$27.5K 0.06% 140
2021
Q2 		$303K Buy
15,944
+3,854
+32% +$83.3K 0.05% 157
2021
Q1 		$264K Buy
+12,090
New +$236K 0.05% 164

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

INVST's RF Position: Q1 2026 in Review

INVST opened a new position in Regions Financial (RF) in Q1 2026: 32,763 shares worth $856K. The stake represents 0.1% of the portfolio and ranks #170 among its holdings. This is a return to the name: INVST previously reported a position in RF as recently as Q4 2022.

INVST first reported a position in RF in Q1 2021 and has held it in 9 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • INVST held 32,763 shares of Regions Financial worth $856K as of Q1 2026.
  • Regions Financial was a new INVST position in Q1 2026.
  • Regions Financial made up 0.1% of INVST's portfolio in Q1 2026, its #170 holding.
  • INVST first reported a position in Regions Financial in Q1 2021 and has held it in 9 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.