Meeder Advisory Services’s Regions Financial RF Stock Holding History

Meeder Advisory Services’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	$831K	Sell	31,808 -7,736	-20%	-$216K	0.03%	308
2025 Q4	$1.07M	Buy	39,544 +941	+2%	+$24K	0.05%	257
2025 Q3	$1.02M	Buy	38,603 +12,190	+46%	+$317K	0.05%	268
2025 Q2	$621K	Buy	26,413 +7,704	+41%	+$163K	0.03%	338
2025 Q1	$407K	Sell	18,709 -2,805	-13%	-$65.3K	0.02%	399
2024 Q4	$506K	Buy	21,514 +5,960	+38%	+$147K	0.03%	347
2024 Q3	$363K	Buy	15,554 +427	+3%	+$9.33K	0.02%	404
2024 Q2	$303K	Buy	15,127 +2,220	+17%	+$43.1K	0.02%	402
2024 Q1	$272K	Sell	12,907 -1,542	-11%	-$29.2K	0.03%	376
2023 Q4	$280K	Buy	14,449 +2,249	+18%	+$37.3K	0.03%	352
2023 Q3	$210K	Sell	12,200 -6	-0%	-$114	0.03%	386
2023 Q2	$218K	Sell	12,206 -4,985	-29%	-$88K	0.02%	404
2023 Q1	$319K	Sell	17,191 -451	-3%	-$9.82K	0.04%	351
2022 Q4	$380K	Buy	+17,642	New	+$383K	0.05%	307

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meeder Advisory Services's RF Position: Q1 2026 in Review

Meeder Advisory Services reduced its Regions Financial (RF) stake by 20% in Q1 2026, selling an estimated $216K and leaving 31,808 shares worth $831K. The position accounts for 0.03% of the portfolio, ranked #308.

Meeder Advisory Services first reported a position in RF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Meeder Advisory Services held 31,808 shares of Regions Financial worth $831K as of Q1 2026.
Meeder Advisory Services sold 7,736 Regions Financial shares in Q1 2026, an estimated $216K.
Regions Financial made up 0.03% of Meeder Advisory Services's portfolio in Q1 2026, its #308 holding.
Meeder Advisory Services first reported a position in Regions Financial in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Regions Financial position peaked at $1.07M in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.