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New Perspectives Inc’s Regions Financial RF Stock Holding History

New Perspectives Inc’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 		$311K Hold
10,282
– – 0.1% 37
2026
Q1 		$269K Hold
10,282
– – 0.09% 38
2025
Q4 		$279K Hold
10,282
– – 0.1% 38
2025
Q3 		$271K Hold
10,282
– – 0.12% 35
2025
Q2 		$242K Hold
10,282
– – 0.12% 33
2025
Q1 		$223K Hold
10,282
– – 0.12% 35
2024
Q4 		$242K Hold
10,282
– – 0.13% 29
2024
Q3 		$240K Sell
10,282
-470
-4% -$10.3K 0.13% 32
2024
Q2 		$215K Hold
10,752
– – 0.12% 30
2024
Q1 		$226K Buy
+10,752
New +$203K 0.13% 28

Other funds holding RF

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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

New Perspectives Inc's RF Position: Q2 2026 in Review

New Perspectives Inc held its Regions Financial (RF) position steady in Q2 2026 at 10,282 shares worth $311K. The position accounts for 0.1% of the portfolio, ranked #37.

New Perspectives Inc first reported a position in RF in Q1 2024 and has held it in 10 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • New Perspectives Inc held 10,282 shares of Regions Financial worth $311K as of Q2 2026.
  • New Perspectives Inc left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.1% of New Perspectives Inc's portfolio in Q2 2026, its #37 holding.
  • New Perspectives Inc first reported a position in Regions Financial in Q1 2024 and has held it in 10 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.