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NEOS Investment Management’s Regions Financial RF Stock Holding History

NEOS Investment 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 		$4.32M Buy
143,202
+17,235
+14% +$484K 0.02% 393
2026
Q1 		$3.29M Sell
125,967
-21,392
-15% -$597K 0.02% 404
2025
Q4 		$3.99M Buy
147,359
+24,733
+20% +$632K 0.02% 362
2025
Q3 		$3.23M Buy
122,626
+35,539
+41% +$923K 0.02% 365
2025
Q2 		$2.05M Buy
87,087
+17,824
+26% +$377K 0.03% 366
2025
Q1 		$1.51M Buy
69,263
+12,508
+22% +$291K 0.03% 376
2024
Q4 		$1.33M Buy
56,755
+13,587
+31% +$336K 0.03% 354
2024
Q3 		$1.01M Buy
43,168
+8,932
+26% +$195K 0.03% 374
2024
Q2 		$686K Buy
34,236
+10,956
+47% +$212K 0.03% 398
2024
Q1 		$490K Buy
23,280
+10,115
+77% +$191K 0.03% 390
2023
Q4 		$255K Buy
+13,165
New +$218K 0.02% 443

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

NEOS Investment Management's RF Position: Q2 2026 in Review

NEOS Investment Management increased its Regions Financial (RF) stake by 14% in Q2 2026, buying an estimated $484K and bringing the position to 143,202 shares worth $4.32M. The position accounts for 0.02% of the portfolio, ranked #393.

NEOS Investment Management first reported a position in RF in Q4 2023 and has held it in 11 quarters since. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • NEOS Investment Management held 143,202 shares of Regions Financial worth $4.32M as of Q2 2026.
  • NEOS Investment Management bought 17,235 Regions Financial shares in Q2 2026, an estimated $484K.
  • Regions Financial made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #393 holding.
  • NEOS Investment Management first reported a position in Regions Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.