Meridian Management’s Regions Financial RF Stock Holding History

Meridian Management’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	$444K	Sell	17,011 -469	-3%	-$13.1K	0.11%	66
2025 Q4	$474K	Hold	17,480	–	–	0.12%	64
2025 Q3	$461K	Sell	17,480 -1,852	-10%	-$48.1K	0.12%	63
2025 Q2	$490K	Hold	19,332	–	–	0.13%	58
2025 Q1	$420K	Sell	19,332 -16,923	-47%	-$394K	0.13%	55
2024 Q4	$853K	Buy	36,255 +184	+0.5%	+$4.55K	0.22%	52
2024 Q3	$842K	Sell	36,071 -52	-0.1%	-$1.14K	0.21%	54
2024 Q2	$724K	Sell	36,123 -1,608	-4%	-$31.2K	0.2%	58
2024 Q1	$794K	Sell	37,731 -3,213	-8%	-$60.8K	0.22%	56
2023 Q4	$737K	Sell	40,944 -760	-2%	-$12.6K	0.21%	54
2023 Q3	$717K	Sell	41,704 -9,804	-19%	-$186K	0.23%	54
2023 Q2	$918K	Sell	51,508 -27,833	-35%	-$491K	0.29%	50
2023 Q1	$1.47M	Buy	79,341 +40,374	+104%	+$879K	0.48%	38
2022 Q4	$840K	Hold	38,967	–	–	0.31%	46
2022 Q3	$782K	Buy	38,967 +15,873	+69%	+$335K	0.31%	46
2022 Q2	$433K	Sell	23,094 -16,999	-42%	-$351K	0.17%	53
2022 Q1	$892K	Hold	40,093	–	–	0.28%	50
2021 Q4	$874K	Hold	40,093	–	–	0.25%	50
2021 Q3	$854K	Hold	40,093	–	–	0.26%	49
2021 Q2	$809K	Buy	40,093 +22,067	+122%	+$477K	0.24%	52
2021 Q1	$372K	Hold	18,026	–	–	0.12%	68
2020 Q4	$291K	Sell	18,026 -400	-2%	-$5.78K	0.09%	68
2020 Q3	$212K	Sell	18,426 -7,422	-29%	-$82.8K	0.08%	74
2020 Q2	$287K	Sell	25,848 -118	-0.5%	-$1.26K	0.12%	63
2020 Q1	$233K	Buy	25,966 +118	+0.5%	+$1.65K	0.11%	64
2019 Q4	$444K	Hold	25,848	–	–	0.18%	57
2019 Q3	$409K	Buy	25,848 +200	+0.8%	+$3.02K	0.18%	54
2019 Q2	$383K	Buy	25,648 +7,422	+41%	+$110K	0.17%	59
2019 Q1	$258K	Hold	18,226	–	–	0.13%	63
2018 Q4	$244K	Hold	18,226	–	–	0.12%	66
2018 Q3	$334K	Hold	18,226	–	–	0.15%	69
2018 Q2	$324K	Hold	18,226	–	–	0.15%	69
2018 Q1	$339K	Hold	18,226	–	–	0.16%	62
2017 Q4	$315K	Hold	18,226	–	–	0.15%	65
2017 Q3	$278K	Buy	18,226 +500	+3%	+$7.19K	0.14%	64
2017 Q2	$260K	Hold	17,726	–	–	0.14%	62
2017 Q1	$258K	Hold	17,726	–	–	0.15%	59
2016 Q4	$255K	Hold	17,726	–	–	0.15%	61
2016 Q3	$175K	Hold	17,726	–	–	0.1%	65
2016 Q2	$151K	Sell	17,726 -671	-4%	-$6.08K	0.09%	62
2016 Q1	$144K	Hold	18,397	–	–	0.09%	66
2015 Q4	$177K	Hold	18,397	–	–	0.11%	65
2015 Q3	$166K	Buy	+18,397	New	+$182K	0.11%	65

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

Meridian Management's RF Position: Q1 2026 in Review

Meridian Management reduced its Regions Financial (RF) stake by 2.7% in Q1 2026, selling an estimated $13.1K and leaving 17,011 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #66.

Meridian Management first reported a position in RF in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.47M in Q1 2023. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Meridian Management held 17,011 shares of Regions Financial worth $444K as of Q1 2026.
Meridian Management sold 469 Regions Financial shares in Q1 2026, an estimated $13.1K.
Regions Financial made up 0.11% of Meridian Management's portfolio in Q1 2026, its #66 holding.
Meridian Management first reported a position in Regions Financial in Q3 2015 and has held it in 43 quarters since.
Meridian Management's Regions Financial position peaked at $1.47M in Q1 2023.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.