I
RF icon

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
Q2 		$998K Buy
33,049
+286
+0.9% +$8.03K 0.1% 163
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

INVST's RF Position: Q2 2026 in Review

INVST increased its Regions Financial (RF) stake by 0.87% in Q2 2026, buying an estimated $8.03K and bringing the position to 33,049 shares worth $998K. The position accounts for 0.1% of the portfolio, ranked #163.

INVST first reported a position in RF in Q1 2021 and has held it in 10 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • INVST held 33,049 shares of Regions Financial worth $998K as of Q2 2026.
  • INVST bought 286 Regions Financial shares in Q2 2026, an estimated $8.03K.
  • Regions Financial made up 0.1% of INVST's portfolio in Q2 2026, its #163 holding.
  • INVST first reported a position in Regions Financial in Q1 2021 and has held it in 10 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.