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Mather Group’s Regions Financial RF Stock Holding History

Mather Group’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 		$159K Sell
5,259
-806
-13% -$22.6K ﹤0.01% 828
2026
Q1 		$158K Buy
+6,065
New +$169K ﹤0.01% 785
2025
Q4 		– Sell
-5,114
Closed -$135K – 1425
2025
Q3 		$135K Buy
+5,114
New +$133K ﹤0.01% 710
2025
Q2 		– Sell
-4,967
Closed -$108K – 1467
2025
Q1 		$108K Sell
4,967
-267
-5% -$6.22K ﹤0.01% 730
2024
Q4 		$123K Buy
5,234
+1,241
+31% +$30.7K ﹤0.01% 696
2024
Q3 		$93.2K Buy
3,993
+389
+11% +$8.5K ﹤0.01% 752
2024
Q2 		$75.8K Buy
3,604
+1,121
+45% +$21.7K ﹤0.01% 886
2024
Q1 		$48.1K Buy
+2,483
New +$47K ﹤0.01% 882
2023
Q3 		– Sell
-14,356
Closed -$256K – 608
2023
Q2 		$256K Buy
14,356
+301
+2% +$5.31K ﹤0.01% 487
2023
Q1 		$261K Sell
14,055
-161
-1% -$3.51K ﹤0.01% 431
2022
Q4 		$306K Buy
14,216
+240
+2% +$5.2K 0.01% 386
2022
Q3 		$280K Sell
13,976
-1,407
-9% -$29.7K 0.01% 380
2022
Q2 		$288K Sell
15,383
-912
-6% -$18.8K 0.01% 318
2022
Q1 		$363K Buy
+16,295
New +$383K 0.01% 315
2021
Q2 		– Sell
-12,228
Closed -$253K – 293
2021
Q1 		$253K Sell
12,228
-11,783
-49% -$230K 0.01% 227
2020
Q4 		$387K Buy
24,011
+100
+0.4% +$1.45K 0.01% 158
2020
Q3 		$276K Buy
23,911
+285
+1% +$3.18K 0.01% 192
2020
Q2 		$263K Buy
+23,626
New +$251K 0.01% 179

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

Mather Group's RF Position: Q2 2026 in Review

Mather Group reduced its Regions Financial (RF) stake by 13% in Q2 2026, selling an estimated $22.6K and leaving 5,259 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Mather Group first reported a position in RF in Q2 2020 and has held it in 18 quarters since. The position peaked at $387K in Q4 2020. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Mather Group held 5,259 shares of Regions Financial worth $159K as of Q2 2026.
  • Mather Group sold 806 Regions Financial shares in Q2 2026, an estimated $22.6K.
  • Regions Financial made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #828 holding.
  • Mather Group first reported a position in Regions Financial in Q2 2020 and has held it in 18 quarters since.
  • Mather Group's Regions Financial position peaked at $387K in Q4 2020.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.