Jacobs Levy Equity Management’s Regions Financial RF Stock Holding History

Jacobs Levy Equity 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	–	Sell	-75,650	Closed	-$2.05M	–	1047
2025 Q4	$2.05M	Buy	+75,650	New	+$1.93M	0.01%	577
2023 Q1	–	Sell	-954,644	Closed	-$20.6M	–	1049
2022 Q4	$20.6M	Sell	954,644 -119,765	-11%	-$2.6M	0.14%	187
2022 Q3	$21.6M	Buy	1,074,409 +228,864	+27%	+$4.83M	0.17%	158
2022 Q2	$15.9M	Sell	845,545 -77,448	-8%	-$1.6M	0.12%	201
2022 Q1	$20.5M	Buy	+922,993	New	+$21.7M	0.14%	173
2020 Q3	–	Sell	-19,320	Closed	-$215K	–	1096
2020 Q2	$215K	Sell	19,320 -318,784	-94%	-$3.39M	﹤0.01%	939
2020 Q1	$3.03M	Sell	338,104 -1,373	-0.4%	-$19.2K	0.04%	393
2019 Q4	$5.83M	Sell	339,477 -15,018	-4%	-$247K	0.06%	343
2019 Q3	$5.61M	Buy	354,495 +92,377	+35%	+$1.4M	0.07%	318
2019 Q2	$3.92M	Sell	262,118 -200	-0.1%	-$2.95K	0.05%	392
2019 Q1	$3.71M	Sell	262,318 -44,600	-15%	-$683K	0.05%	386
2018 Q4	$4.11M	Buy	306,918 +37,700	+14%	+$606K	0.07%	304
2018 Q3	$4.94M	Buy	269,218 +224,218	+498%	+$4.22M	0.07%	324
2018 Q2	$800K	Sell	45,000 -2,900	-6%	-$54.3K	0.01%	710
2018 Q1	$890K	Sell	47,900 -104,394	-69%	-$1.98M	0.01%	665
2017 Q4	$2.63M	Sell	152,294 -189,700	-55%	-$3.03M	0.05%	406
2017 Q3	$5.21M	Buy	341,994 +89,794	+36%	+$1.29M	0.1%	251
2017 Q2	$3.69M	Hold	252,200	–	–	0.08%	293
2017 Q1	$3.66M	Buy	252,200 +40,200	+19%	+$593K	0.07%	309
2016 Q4	$3.04M	Hold	212,000	–	–	0.06%	339
2016 Q3	$2.09M	Buy	212,000 +53,320	+34%	+$499K	0.04%	408
2016 Q2	$1.35M	Sell	158,680 -173,300	-52%	-$1.57M	0.03%	507
2016 Q1	$2.61M	Sell	331,980 -761,620	-70%	-$6.13M	0.06%	349
2015 Q4	$10.5M	Sell	1,093,600 -6,200	-0.6%	-$59.5K	0.21%	147
2015 Q3	$9.91M	Buy	1,099,800 +4,500	+0.4%	+$44.5K	0.2%	146
2015 Q2	$11.3M	Hold	1,095,300	–	–	0.22%	138
2015 Q1	$10.4M	Sell	1,095,300 -64,300	-6%	-$608K	0.18%	162
2014 Q4	$12.2M	Buy	1,159,600 +214,400	+23%	+$2.14M	0.21%	146
2014 Q3	$9.49M	Sell	945,200 -131,460	-12%	-$1.34M	0.16%	169
2014 Q2	$11.4M	Buy	1,076,660 +753,220	+233%	+$7.85M	0.19%	164
2014 Q1	$3.59M	Buy	323,440 +303,340	+1,509%	+$3.2M	0.06%	304
2013 Q4	$199K	Buy	+20,100	New	+$194K	﹤0.01%	876
2013 Q3	–	Sell	-89,500	Closed	-$853K	–	1000
2013 Q2	$853K	Buy	+89,500	New	+$779K	0.02%	607

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management's RF Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Regions Financial (RF) in Q1 2026, closing a stake of 75,650 shares — an estimated $2.05M sold.

Jacobs Levy Equity Management first reported a position in RF in Q2 2013 and held it in 33 quarters. The position peaked at $21.6M in Q3 2022. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Jacobs Levy Equity Management reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
Jacobs Levy Equity Management sold 75,650 Regions Financial shares in Q1 2026, an estimated $2.05M.
Jacobs Levy Equity Management first reported a position in Regions Financial in Q2 2013 and held it in 33 quarters.
Jacobs Levy Equity Management's Regions Financial position peaked at $21.6M in Q3 2022.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.