LCM
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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
Q2 		– Sell
-82,172
Closed -$2.15M – 647
2026
Q1 		$2.15M Buy
+82,172
New +$2.29M 0.09% 163

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Logan Capital Management's RF Position: Q2 2026 in Review

Logan Capital Management opened a new position in Regions Financial (RF) in Q2 2026: 79,372 shares worth $2.4M. The stake represents 0.09% of the portfolio and ranks #166 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in RF as recently as Q4 2025.

Logan Capital Management first reported a position in RF in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.96M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Logan Capital Management held 79,372 shares of Regions Financial worth $2.4M as of Q2 2026.
  • Regions Financial was a new Logan Capital Management position in Q2 2026.
  • Regions Financial made up 0.09% of Logan Capital Management's portfolio in Q2 2026, its #166 holding.
  • Logan Capital Management first reported a position in Regions Financial in Q4 2021 and has held it in 16 quarters since.
  • Logan Capital Management's Regions Financial position peaked at $4.96M in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.