MHS
RF icon

M Holdings Securities’s Regions Financial RF Stock Holding History

M Holdings Securities’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 		$481K Sell
16,050
-8,339
-34% -$234K 0.07% 129
2026
Q1 		$645K Sell
24,389
-8,928
-27% -$249K 0.04% 229
2025
Q4 		$903K Buy
33,317
+20,458
+159% +$523K 0.06% 203
2025
Q3 		$339K Sell
12,859
-132
-1% -$3.43K 0.07% 84
2025
Q2 		$303K Buy
+12,991
New +$275K 0.05% 147

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

M Holdings Securities's RF Position: Q2 2026 in Review

M Holdings Securities reduced its Regions Financial (RF) stake by 34% in Q2 2026, selling an estimated $234K and leaving 16,050 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #129.

M Holdings Securities first reported a position in RF in Q2 2025 and has held it in 5 quarters since. The position peaked at $903K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • M Holdings Securities held 16,050 shares of Regions Financial worth $481K as of Q2 2026.
  • M Holdings Securities sold 8,339 Regions Financial shares in Q2 2026, an estimated $234K.
  • Regions Financial made up 0.07% of M Holdings Securities's portfolio in Q2 2026, its #129 holding.
  • M Holdings Securities first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • M Holdings Securities's Regions Financial position peaked at $903K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.