MT
RF icon

Midwest Trust’s Regions Financial RF Stock Holding History

Midwest Trust’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 		$18.5M Buy
611,732
+1,074
+0.2% +$30.1K 0.21% 110
2026
Q1 		$16M Buy
610,658
+1,339
+0.2% +$37.4K 0.2% 114
2025
Q4 		$16.5M Buy
609,319
+68
+0% +$1.74K 0.21% 112
2025
Q3 		$16.1M Sell
609,251
-8,052
-1% -$209K 0.21% 111
2025
Q2 		$14.5M Buy
+617,303
New +$13.1M 0.2% 118

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

Midwest Trust's RF Position: Q2 2026 in Review

Midwest Trust increased its Regions Financial (RF) stake by 0.18% in Q2 2026, buying an estimated $30.1K and bringing the position to 611,732 shares worth $18.5M. The position accounts for 0.21% of the portfolio, ranked #110.

Midwest Trust first reported a position in RF in Q2 2025 and has held it in 5 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Midwest Trust held 611,732 shares of Regions Financial worth $18.5M as of Q2 2026.
  • Midwest Trust bought 1,074 Regions Financial shares in Q2 2026, an estimated $30.1K.
  • Regions Financial made up 0.21% of Midwest Trust's portfolio in Q2 2026, its #110 holding.
  • Midwest Trust first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.