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 Q3	$276K	Hold	10,282	–	–	0.08%	40
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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

New Perspectives Inc's RF Position: Q3 2026 in Review

New Perspectives Inc held its Regions Financial (RF) position steady in Q3 2026 at 10,282 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #40.

New Perspectives Inc first reported a position in RF in Q1 2024 and has held it in 11 quarters since. The position peaked at $311K in Q2 2026. 324 funds tracked by Wall St. Rank hold RF as of Q3 2026.

New Perspectives Inc held 10,282 shares of Regions Financial worth $276K as of Q3 2026.
New Perspectives Inc left its Regions Financial share count unchanged in Q3 2026.
Regions Financial made up 0.08% of New Perspectives Inc's portfolio in Q3 2026, its #40 holding.
New Perspectives Inc first reported a position in Regions Financial in Q1 2024 and has held it in 11 quarters since.
New Perspectives Inc's Regions Financial position peaked at $311K in Q2 2026.
324 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.