LCM
RF icon

Logan Capital Management’s Regions Financial RF Stock Holding History

Logan Capital 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
-183,168
Closed -$5.11M – 479
2025
Q4 		$4.96M Buy
183,168
+28,018
+18% +$716K 0.21% 118
2025
Q3 		$4.09M Buy
155,150
+4,052
+3% +$105K 0.17% 131
2025
Q2 		$3.55M Sell
151,098
-4,699
-3% -$99.5K 0.17% 136
2025
Q1 		$3.39M Buy
155,797
+23,697
+18% +$552K 0.15% 136
2024
Q4 		$3.11M Buy
132,100
+38,016
+40% +$939K 0.13% 148
2024
Q3 		$2.19M Buy
+94,084
New +$2.06M 0.09% 173
2024
Q1 		– Sell
-36
Closed -$698 – 489
2023
Q4 		$698 Sell
36
-37
-51% -$614 ﹤0.01% 485
2023
Q3 		$1.26K Hold
73
– – ﹤0.01% 467
2023
Q2 		$1.3K Hold
73
– – ﹤0.01% 464
2023
Q1 		$1.35K Hold
73
– – ﹤0.01% 472
2022
Q4 		$1.57K Hold
73
– – ﹤0.01% 498
2022
Q3 		$1K Sell
73
-133
-65% -$2.81K ﹤0.01% 493
2022
Q2 		$4K Hold
206
– – ﹤0.01% 480
2022
Q1 		$5K Buy
206
+73
+55% +$1.72K ﹤0.01% 473
2021
Q4 		$3K Buy
+133
New +$3.04K ﹤0.01% 517

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

Logan Capital Management's RF Position: Q1 2026 in Review

Logan Capital Management sold out of Regions Financial (RF) in Q1 2026, closing a stake of 183,168 shares — an estimated $5.11M sold.

Logan Capital Management first reported a position in RF in Q4 2021 and held it in 15 quarters. The position peaked at $4.96M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Logan Capital Management reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 183,168 Regions Financial shares in Q1 2026, an estimated $5.11M.
  • Logan Capital Management first reported a position in Regions Financial in Q4 2021 and held it in 15 quarters.
  • Logan Capital Management's Regions Financial position peaked at $4.96M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.