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	$2.15M	Buy	+82,172	New	+$2.29M	0.09%	163

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

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.