Occudo Quantitative Strategies’s Regions Financial RF Stock Holding History

Occudo Quantitative 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 Q1	$4.69M	Buy	164,253 +69,654	+74%	+$1.94M	0.26%	118
2025 Q4	$2.56M	Sell	94,599 -65,013	-41%	-$1.66M	0.17%	175
2025 Q3	$4.21M	Buy	+159,612	New	+$4.15M	0.51%	36
2025 Q2	–	Sell	-72,913	Closed	-$1.56M	–	854
2025 Q1	$1.56M	Buy	72,913 +61,157	+520%	+$1.42M	0.21%	143
2024 Q4	$277K	Buy	+11,756	New	+$290K	0.05%	477
2022 Q1	–	Sell	-41,499	Closed	-$905K	–	1291
2021 Q4	$905K	Buy	41,499 +31,550	+317%	+$722K	0.08%	401
2021 Q3	$212K	Sell	9,949 -4,236	-30%	-$84.3K	0.03%	844
2021 Q2	$286K	Buy	14,185 +1,337	+10%	+$28.9K	0.04%	614
2021 Q1	$265K	Sell	12,848 -2,996	-19%	-$58.6K	0.06%	535
2020 Q4	$255K	Buy	+15,844	New	+$229K	0.08%	468

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Occudo Quantitative Strategies's RF Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its Regions Financial (RF) stake by 74% in Q1 2026, buying an estimated $1.94M and bringing the position to 164,253 shares worth $4.69M. The position accounts for 0.26% of the portfolio, ranked #118.

Occudo Quantitative Strategies first reported a position in RF in Q4 2020 and has held it in 10 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Occudo Quantitative Strategies held 164,253 shares of Regions Financial worth $4.69M as of Q1 2026.
Occudo Quantitative Strategies bought 69,654 Regions Financial shares in Q1 2026, an estimated $1.94M.
Regions Financial made up 0.26% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #118 holding.
Occudo Quantitative Strategies first reported a position in Regions Financial in Q4 2020 and has held it in 10 quarters since.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.