Lakewood Asset Management’s Regions Financial RF Stock Holding History

Lakewood 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	$2.01M	Sell	76,901 -23,756	-24%	-$663K	1.28%	25
2025 Q4	$2.73M	Buy	100,657 +887	+0.9%	+$22.7K	1.6%	20
2025 Q3	$2.63M	Buy	99,770 +1,547	+2%	+$40.2K	1.59%	18
2025 Q2	$2.31M	Buy	98,223 +979	+1%	+$20.7K	1.54%	19
2025 Q1	$2.11M	Buy	97,244 +24,802	+34%	+$578K	1.43%	24
2024 Q4	$1.7M	Buy	72,442 +167	+0.2%	+$4.13K	1.17%	23
2024 Q3	$1.69M	Sell	72,275 -7,633	-10%	-$167K	1.15%	23
2024 Q2	$1.6M	Sell	79,908 -353	-0.4%	-$6.85K	1.12%	24
2024 Q1	$1.69M	Buy	80,261 +1,108	+1%	+$21K	1.15%	27
2023 Q4	$1.53M	Buy	79,153 +2,455	+3%	+$40.7K	1.19%	26
2023 Q3	$1.32M	Sell	76,698 -630	-0.8%	-$11.9K	1.08%	27
2023 Q2	$1.38M	Sell	77,328 -1,550	-2%	-$27.4K	1.08%	28
2023 Q1	$1.46M	Sell	78,878 -9,716	-11%	-$212K	1.22%	27
2022 Q4	$1.91M	Buy	+88,594	New	+$1.92M	1.54%	18

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

Lakewood Asset Management's RF Position: Q1 2026 in Review

Lakewood Asset Management reduced its Regions Financial (RF) stake by 24% in Q1 2026, selling an estimated $663K and leaving 76,901 shares worth $2.01M. The position accounts for 1.28% of the portfolio, ranked #25.

Lakewood Asset Management first reported a position in RF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.73M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Lakewood Asset Management held 76,901 shares of Regions Financial worth $2.01M as of Q1 2026.
Lakewood Asset Management sold 23,756 Regions Financial shares in Q1 2026, an estimated $663K.
Regions Financial made up 1.28% of Lakewood Asset Management's portfolio in Q1 2026, its #25 holding.
Lakewood Asset Management first reported a position in Regions Financial in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's Regions Financial position peaked at $2.73M in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.