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Moneta Group Investment Advisors’s Regions Financial RF Stock Holding History

Moneta Group Investment Advisors’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 		$798K Buy
30,534
+1,378
+5% +$38.5K 0.01% 404
2025
Q4 		$790K Sell
29,156
-3,589
-11% -$91.7K 0.01% 402
2025
Q3 		$863K Buy
32,745
+11,107
+51% +$288K 0.01% 379
2025
Q2 		$509K Buy
+21,638
New +$458K 0.01% 434
2024
Q3 		– Sell
-17,738
Closed -$355K – 665
2024
Q2 		$355K Buy
+17,738
New +$344K 0.01% 449
2018
Q2 		– Sell
-2,723
Closed -$51K – 587
2018
Q1 		$51K Sell
2,723
-25
-0.9% -$474 0.01% 322
2017
Q4 		$47K Buy
+2,748
New +$43.9K 0.01% 277

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneta Group Investment Advisors's RF Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Regions Financial (RF) stake by 4.7% in Q1 2026, buying an estimated $38.5K and bringing the position to 30,534 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #404.

Moneta Group Investment Advisors first reported a position in RF in Q4 2017 and has held it in 7 quarters since. The position peaked at $863K in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Moneta Group Investment Advisors held 30,534 shares of Regions Financial worth $798K as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,378 Regions Financial shares in Q1 2026, an estimated $38.5K.
  • Regions Financial made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #404 holding.
  • Moneta Group Investment Advisors first reported a position in Regions Financial in Q4 2017 and has held it in 7 quarters since.
  • Moneta Group Investment Advisors's Regions Financial position peaked at $863K in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.