Navalign LLC’s Regions Financial RF Stock Holding History

Navalign LLC’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	–	Sell	-6,065	Closed	-$164K	–	397
2025 Q4	$164K	Buy	+6,065	New	+$155K	0.04%	130

Other funds holding RF

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Navalign LLC's RF Position: Q1 2026 in Review

Navalign LLC sold out of Regions Financial (RF) in Q1 2026, closing a stake of 6,065 shares — an estimated $164K sold.

Navalign LLC first reported a position in RF in Q4 2025 and held it in 1 quarter. The position peaked at $164K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Navalign LLC reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 6,065 Regions Financial shares in Q1 2026, an estimated $164K.
Navalign LLC first reported a position in Regions Financial in Q4 2025 and held it in 1 quarter.
Navalign LLC's Regions Financial position peaked at $164K in Q4 2025.
1,075 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.