Lantz Financial
RF icon

Lantz Financial’s Regions Financial RF Stock Holding History

Lantz Financial’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
Q3 		$409K Buy
15,209
+4,857
+47% +$147K 0.07% 198
2026
Q2 		$313K Buy
+10,352
New +$291K 0.06% 208

Other funds holding RF

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Lantz Financial's RF Position: Q3 2026 in Review

Lantz Financial increased its Regions Financial (RF) stake by 47% in Q3 2026, buying an estimated $147K and bringing the position to 15,209 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #198.

Lantz Financial first reported a position in RF in Q2 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Lantz Financial held 15,209 shares of Regions Financial worth $409K as of Q3 2026.
  • Lantz Financial bought 4,857 Regions Financial shares in Q3 2026, an estimated $147K.
  • Regions Financial made up 0.07% of Lantz Financial's portfolio in Q3 2026, its #198 holding.
  • Lantz Financial first reported a position in Regions Financial in Q2 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.