Norris Financial Group’s Regions Financial RF Stock Holding History

Norris Financial 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 Q2	$579K	Buy	19,188 +25	+0.1%	+$702	0.23%	47
2026 Q1	$501K	Hold	19,163	–	–	0.16%	64
2025 Q4	$519K	Hold	19,163	–	–	0.18%	64
2025 Q3	$505K	Sell	19,163 -9,718	-34%	-$252K	0.18%	63
2025 Q2	$679K	Hold	28,881	–	–	0.28%	53
2025 Q1	$628K	Hold	28,881	–	–	0.29%	56
2024 Q4	$679K	Hold	28,881	–	–	0.32%	53
2024 Q3	$674K	Sell	28,881 -1,278	-4%	-$27.9K	0.33%	48
2024 Q2	$604K	Buy	30,159 +8,290	+38%	+$161K	0.31%	50
2024 Q1	$460K	Hold	21,869	–	–	0.25%	55
2023 Q4	$424K	Hold	21,869	–	–	0.26%	49
2023 Q3	$376K	Hold	21,869	–	–	0.26%	48
2023 Q2	$390K	Buy	+21,869	New	+$386K	0.27%	49

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Norris Financial Group's RF Position: Q2 2026 in Review

Norris Financial Group increased its Regions Financial (RF) stake by 0.13% in Q2 2026, buying an estimated $702 and bringing the position to 19,188 shares worth $579K. The position accounts for 0.23% of the portfolio, ranked #47.

Norris Financial Group first reported a position in RF in Q2 2023 and has held it in 13 quarters since. The position peaked at $679K in Q2 2025. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Norris Financial Group held 19,188 shares of Regions Financial worth $579K as of Q2 2026.
Norris Financial Group bought 25 Regions Financial shares in Q2 2026, an estimated $702.
Regions Financial made up 0.23% of Norris Financial Group's portfolio in Q2 2026, its #47 holding.
Norris Financial Group first reported a position in Regions Financial in Q2 2023 and has held it in 13 quarters since.
Norris Financial Group's Regions Financial position peaked at $679K in Q2 2025.
1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.