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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
Q2 		$1.6M Sell
52,830
-154,269
-74% -$4.33M 0.32% 92
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 $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

Morton Community Bank's RF Position: Q2 2026 in Review

Morton Community Bank reduced its Regions Financial (RF) stake by 74% in Q2 2026, selling an estimated $4.33M and leaving 52,830 shares worth $1.6M. The position accounts for 0.32% of the portfolio, ranked #92.

Morton Community Bank first reported a position in RF in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.06M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Morton Community Bank held 52,830 shares of Regions Financial worth $1.6M as of Q2 2026.
  • Morton Community Bank sold 154,269 Regions Financial shares in Q2 2026, an estimated $4.33M.
  • Regions Financial made up 0.32% of Morton Community Bank's portfolio in Q2 2026, its #92 holding.
  • Morton Community Bank first reported a position in Regions Financial in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's Regions Financial position peaked at $6.06M in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.