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Nvest Wealth Strategies’s Regions Financial RF Stock Holding History

Nvest Wealth Strategies’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 		$393 Hold
13
– – ﹤0.01% 303
2026
Q1 		$340 Buy
+13
New +$363 ﹤0.01% 339

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Wealth Strategies's RF Position: Q2 2026 in Review

Nvest Wealth Strategies held its Regions Financial (RF) position steady in Q2 2026 at 13 shares worth $393. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Nvest Wealth Strategies first reported a position in RF in Q1 2026 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Nvest Wealth Strategies held 13 shares of Regions Financial worth $393 as of Q2 2026.
  • Nvest Wealth Strategies left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #303 holding.
  • Nvest Wealth Strategies first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
  • 632 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.