MFG
RF icon

Monte Financial Group’s Regions Financial RF Stock Holding History

Monte 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
Q1 		$5.46M Sell
208,857
-1,636
-0.8% -$45.7K 1.94% 24
2025
Q4 		$5.7M Sell
210,493
-2,558
-1% -$65.3K 2.13% 20
2025
Q3 		$5.62M Sell
213,051
-26,787
-11% -$696K 2.07% 21
2025
Q2 		$5.64M Buy
239,838
+324
+0.1% +$6.86K 2.19% 18
2025
Q1 		$4.63M Buy
239,514
+2,991
+1% +$69.7K 2.02% 27
2024
Q4 		$5.56M Sell
236,523
-9,092
-4% -$225K 2.38% 15
2024
Q3 		$5.73M Sell
245,615
-2,292
-0.9% -$50.1K 2.38% 17
2024
Q2 		$4.97M Buy
247,907
+9,118
+4% +$177K 2.19% 22
2024
Q1 		$5.02M Buy
238,789
+2,889
+1% +$54.6K 2.2% 22
2023
Q4 		$4.57M Buy
235,900
+67,671
+40% +$1.12M 2.13% 25
2023
Q3 		$2.89M Buy
+168,229
New +$3.19M 1.46% 31

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

Monte Financial Group's RF Position: Q1 2026 in Review

Monte Financial Group reduced its Regions Financial (RF) stake by 0.78% in Q1 2026, selling an estimated $45.7K and leaving 208,857 shares worth $5.46M. The position accounts for 1.94% of the portfolio, ranked #24.

Monte Financial Group first reported a position in RF in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.73M in Q3 2024. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Monte Financial Group held 208,857 shares of Regions Financial worth $5.46M as of Q1 2026.
  • Monte Financial Group sold 1,636 Regions Financial shares in Q1 2026, an estimated $45.7K.
  • Regions Financial made up 1.94% of Monte Financial Group's portfolio in Q1 2026, its #24 holding.
  • Monte Financial Group first reported a position in Regions Financial in Q3 2023 and has held it in 11 quarters since.
  • Monte Financial Group's Regions Financial position peaked at $5.73M in Q3 2024.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.