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Morton Community Bank’s Regions Financial RF Stock Holding History

Morton Community Bank’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 		$5.41M Sell
207,099
-5,625
-3% -$157K 1.18% 26
2025
Q4 		$6.06M Buy
212,724
+1,135
+0.5% +$29K 1.31% 11
2025
Q3 		$5.12M Buy
211,589
+7,150
+3% +$186K 1.19% 20
2025
Q2 		$4.81M Buy
204,439
+5,075
+3% +$107K 1.2% 23
2025
Q1 		$4.33M Sell
199,364
-8,250
-4% -$192K 1.13% 25
2024
Q4 		$4.88M Sell
207,614
-7,308
-3% -$181K 1.29% 16
2024
Q3 		$5.01M Sell
214,922
-12,068
-5% -$264K 1.31% 13
2024
Q2 		$4.55M Sell
226,990
-2,273
-1% -$44.1K 1.28% 17
2024
Q1 		$4.82M Buy
229,263
+778
+0.3% +$14.7K 1.39% 11
2023
Q4 		$4.43M Buy
+228,485
New +$3.79M 1.45% 8

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

Morton Community Bank's RF Position: Q1 2026 in Review

Morton Community Bank reduced its Regions Financial (RF) stake by 2.6% in Q1 2026, selling an estimated $157K and leaving 207,099 shares worth $5.41M. The position accounts for 1.18% of the portfolio, ranked #26.

Morton Community Bank first reported a position in RF in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.06M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Morton Community Bank held 207,099 shares of Regions Financial worth $5.41M as of Q1 2026.
  • Morton Community Bank sold 5,625 Regions Financial shares in Q1 2026, an estimated $157K.
  • Regions Financial made up 1.18% of Morton Community Bank's portfolio in Q1 2026, its #26 holding.
  • Morton Community Bank first reported a position in Regions Financial in Q4 2023 and has held it in 10 quarters since.
  • Morton Community Bank's Regions Financial position peaked at $6.06M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.