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Narwhal Capital Management’s Regions Financial RF Stock Holding History

Narwhal Capital 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 		$428K Sell
14,159
-12
-0.1% -$337 0.03% 131
2026
Q1 		$370K Buy
+14,171
New +$396K 0.03% 139
2023
Q2 		– Sell
-22,522
Closed -$418K – 175
2023
Q1 		$418K Sell
22,522
-3,437
-13% -$74.8K 0.05% 128
2022
Q4 		$560K Buy
+25,959
New +$563K 0.07% 118

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Narwhal Capital Management's RF Position: Q2 2026 in Review

Narwhal Capital Management reduced its Regions Financial (RF) stake by 0.08% in Q2 2026, selling an estimated $337 and leaving 14,159 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #131.

Narwhal Capital Management first reported a position in RF in Q4 2022 and has held it in 4 quarters since. The position peaked at $560K in Q4 2022. 632 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Narwhal Capital Management held 14,159 shares of Regions Financial worth $428K as of Q2 2026.
  • Narwhal Capital Management sold 12 Regions Financial shares in Q2 2026, an estimated $337.
  • Regions Financial made up 0.03% of Narwhal Capital Management's portfolio in Q2 2026, its #131 holding.
  • Narwhal Capital Management first reported a position in Regions Financial in Q4 2022 and has held it in 4 quarters since.
  • Narwhal Capital Management's Regions Financial position peaked at $560K in Q4 2022.
  • 632 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.