Mather Group
RF icon

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
Q3 		$155K Buy
5,753
+494
+9% +$15K ﹤0.01% 849
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

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Mather Group's RF Position: Q3 2026 in Review

Mather Group increased its Regions Financial (RF) stake by 9.4% in Q3 2026, buying an estimated $15K and bringing the position to 5,753 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Mather Group first reported a position in RF in Q2 2020 and has held it in 19 quarters since. The position peaked at $387K in Q4 2020. 243 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Mather Group held 5,753 shares of Regions Financial worth $155K as of Q3 2026.
  • Mather Group bought 494 Regions Financial shares in Q3 2026, an estimated $15K.
  • Regions Financial made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #849 holding.
  • Mather Group first reported a position in Regions Financial in Q2 2020 and has held it in 19 quarters since.
  • Mather Group's Regions Financial position peaked at $387K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.