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
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 $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

M Holdings Securities's RF Position: Q1 2026 in Review

M Holdings Securities reduced its Regions Financial (RF) stake by 27% in Q1 2026, selling an estimated $249K and leaving 24,389 shares worth $645K. The position accounts for 0.04% of the portfolio, ranked #229.

M Holdings Securities first reported a position in RF in Q2 2025 and has held it in 4 quarters since. The position peaked at $903K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • M Holdings Securities held 24,389 shares of Regions Financial worth $645K as of Q1 2026.
  • M Holdings Securities sold 8,928 Regions Financial shares in Q1 2026, an estimated $249K.
  • Regions Financial made up 0.04% of M Holdings Securities's portfolio in Q1 2026, its #229 holding.
  • M Holdings Securities first reported a position in Regions Financial in Q2 2025 and has held it in 4 quarters since.
  • M Holdings Securities's Regions Financial position peaked at $903K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.