Merit Financial Group’s Regions Financial RF Stock Holding History

Merit Financial 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	$1.76M	Buy	58,301 +5,365	+10%	+$151K	0.01%	808
2026 Q1	$1.38M	Buy	52,936 +4,828	+10%	+$135K	0.01%	846
2025 Q4	$1.3M	Buy	48,108 +13,755	+40%	+$351K	0.01%	811
2025 Q3	$906K	Buy	34,353 +3,142	+10%	+$81.6K	0.01%	906
2025 Q2	$734K	Buy	31,211 +6,724	+27%	+$142K	0.01%	923
2025 Q1	$532K	Buy	24,487 +13,301	+119%	+$310K	0.01%	907
2024 Q4	$263K	Buy	+11,186	New	+$276K	﹤0.01%	977
2024 Q3	–	Sell	-12,434	Closed	-$249K	–	931
2024 Q2	$249K	Buy	12,434 +337	+3%	+$6.54K	0.01%	779
2024 Q1	$240K	Buy	12,097 +1,055	+10%	+$19.9K	0.01%	778
2023 Q4	$214K	Buy	+11,042	New	+$183K	0.01%	712

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Merit Financial Group's RF Position: Q2 2026 in Review

Merit Financial Group increased its Regions Financial (RF) stake by 10% in Q2 2026, buying an estimated $151K and bringing the position to 58,301 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #808.

Merit Financial Group first reported a position in RF in Q4 2023 and has held it in 10 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Merit Financial Group held 58,301 shares of Regions Financial worth $1.76M as of Q2 2026.
Merit Financial Group bought 5,365 Regions Financial shares in Q2 2026, an estimated $151K.
Regions Financial made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #808 holding.
Merit Financial Group first reported a position in Regions Financial in Q4 2023 and has held it in 10 quarters since.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.