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J. Safra Asset Management’s Regions Financial RF Stock Holding History

J. Safra Asset Management’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 		$4.96K Hold
190
– – ﹤0.01% 472
2025
Q4 		$5.15K Hold
190
– – ﹤0.01% 419
2025
Q3 		$5.01K Buy
+190
New +$4.93K ﹤0.01% 309

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

J. Safra Asset Management's RF Position: Q1 2026 in Review

J. Safra Asset Management held its Regions Financial (RF) position steady in Q1 2026 at 190 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

J. Safra Asset Management first reported a position in RF in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.15K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • J. Safra Asset Management held 190 shares of Regions Financial worth $4.96K as of Q1 2026.
  • J. Safra Asset Management left its Regions Financial share count unchanged in Q1 2026.
  • Regions Financial made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #472 holding.
  • J. Safra Asset Management first reported a position in Regions Financial in Q3 2025 and has held it in 3 quarters since.
  • J. Safra Asset Management's Regions Financial position peaked at $5.15K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.