Newbridge Financial Services Group’s Regions Financial RF Stock Holding History

Newbridge Financial Services Group’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	-16	Closed	-$424	–	1242
2025 Q4	$424	Buy	16 +1	+7%	+$26	﹤0.01%	1119
2025 Q3	$409	Hold	15	–	–	﹤0.01%	1228
2025 Q2	$361	Hold	15	–	–	﹤0.01%	1251
2025 Q1	$329	Hold	15	–	–	﹤0.01%	985
2024 Q4	$353	Buy	+15	New	+$371	﹤0.01%	1071
2023 Q4	–	Sell	-347	Closed	-$5.96K	–	1298
2023 Q3	$5.96K	Buy	347 +4	+1%	+$76	﹤0.01%	920
2023 Q2	$6.11K	Buy	343 +4	+1%	+$71	﹤0.01%	975
2023 Q1	$6.29K	Buy	339 +3	+0.9%	+$65	﹤0.01%	1011
2022 Q4	$7.25K	Buy	336 +3	+0.9%	+$65	﹤0.01%	987
2022 Q3	$7K	Buy	333 +3	+0.9%	+$63	﹤0.01%	976
2022 Q2	$6K	Buy	330 +3	+0.9%	+$62	﹤0.01%	983
2022 Q1	$7K	Buy	327 +2	+0.6%	+$47	﹤0.01%	1030
2021 Q4	$7K	Buy	325 +3	+0.9%	+$69	﹤0.01%	1006
2021 Q3	$7K	Buy	322 +2	+0.6%	+$40	﹤0.01%	957
2021 Q2	$6K	Hold	320	–	–	﹤0.01%	1092
2021 Q1	$7K	Buy	+320	New	+$6.25K	0.01%	985

Other funds holding RF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newbridge Financial Services Group's RF Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Regions Financial (RF) in Q1 2026, closing a stake of 16 shares — an estimated $424 sold.

Newbridge Financial Services Group first reported a position in RF in Q1 2021 and held it in 16 quarters. The position peaked at $7.25K in Q4 2022. 1,079 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Newbridge Financial Services Group reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 16 Regions Financial shares in Q1 2026, an estimated $424.
Newbridge Financial Services Group first reported a position in Regions Financial in Q1 2021 and held it in 16 quarters.
Newbridge Financial Services Group's Regions Financial position peaked at $7.25K in Q4 2022.
1,079 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.