MOTCO’s Regions Financial RF Stock Holding History

MOTCO’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	$8.37K	Buy	+277	New	+$7.78K	﹤0.01%	446
2024 Q4	–	Sell	-391	Closed	-$9.12K	–	563
2024 Q3	$9.12K	Buy	+391	New	+$8.54K	﹤0.01%	479
2024 Q1	–	Sell	-93	Closed	-$1.8K	–	764
2023 Q4	$1.8K	Hold	93	–	–	﹤0.01%	606
2023 Q3	$1.6K	Hold	93	–	–	﹤0.01%	669
2023 Q2	$1.66K	Buy	+93	New	+$1.64K	﹤0.01%	688
2021 Q1	–	Sell	-303	Closed	-$5K	–	762
2020 Q4	$5K	Hold	303	–	–	﹤0.01%	590
2020 Q3	$3K	Hold	303	–	–	﹤0.01%	561
2020 Q2	$3K	Hold	303	–	–	﹤0.01%	519
2020 Q1	$3K	Buy	+303	New	+$4.24K	﹤0.01%	525
2019 Q3	–	Sell	-363	Closed	-$5K	–	697
2019 Q2	$5K	Buy	+363	New	+$5.36K	﹤0.01%	721

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MOTCO's RF Position: Q2 2026 in Review

MOTCO opened a new position in Regions Financial (RF) in Q2 2026: 277 shares worth $8.37K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: MOTCO previously reported a position in RF as recently as Q3 2024.

MOTCO first reported a position in RF in Q2 2019 and has held it in 10 quarters since. The position peaked at $9.12K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

MOTCO held 277 shares of Regions Financial worth $8.37K as of Q2 2026.
Regions Financial was a new MOTCO position in Q2 2026.
Regions Financial made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #446 holding.
MOTCO first reported a position in Regions Financial in Q2 2019 and has held it in 10 quarters since.
MOTCO's Regions Financial position peaked at $9.12K in Q3 2024.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.