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Mount Lucas Management’s Regions Financial RF Stock Holding History

Mount Lucas Management’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 		$1.01M Buy
33,568
+1,047
+3% +$29.4K 0.36% 94
2026
Q1 		$849K Buy
32,521
+790
+2% +$22.1K 0.31% 100
2025
Q4 		$860K Buy
31,731
+506
+2% +$12.9K 0.34% 107
2025
Q3 		$823K Sell
31,225
-597
-2% -$15.5K 0.34% 94
2025
Q2 		$748K Buy
+31,822
New +$674K 0.32% 98

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

Mount Lucas Management's RF Position: Q2 2026 in Review

Mount Lucas Management increased its Regions Financial (RF) stake by 3.2% in Q2 2026, buying an estimated $29.4K and bringing the position to 33,568 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #94.

Mount Lucas Management first reported a position in RF in Q2 2025 and has held it in 5 quarters since. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Mount Lucas Management held 33,568 shares of Regions Financial worth $1.01M as of Q2 2026.
  • Mount Lucas Management bought 1,047 Regions Financial shares in Q2 2026, an estimated $29.4K.
  • Regions Financial made up 0.36% of Mount Lucas Management's portfolio in Q2 2026, its #94 holding.
  • Mount Lucas Management first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.