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
Q2 		$6.67M Buy
215,362
+6,505
+3% +$183K 2.13% 19
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 $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

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

Monte Financial Group increased its Regions Financial (RF) stake by 3.1% in Q2 2026, buying an estimated $183K and bringing the position to 215,362 shares worth $6.67M. The position accounts for 2.13% of the portfolio, ranked #19.

Monte Financial Group first reported a position in RF in Q3 2023 and has held it in 12 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Monte Financial Group held 215,362 shares of Regions Financial worth $6.67M as of Q2 2026.
  • Monte Financial Group bought 6,505 Regions Financial shares in Q2 2026, an estimated $183K.
  • Regions Financial made up 2.13% of Monte Financial Group's portfolio in Q2 2026, its #19 holding.
  • Monte Financial Group first reported a position in Regions Financial in Q3 2023 and has held it in 12 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.