Optima Capital’s Regions Financial RF Stock Holding History

Optima Capital’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	-1	Closed	-$27	–	1033
2025 Q4	$27	Buy	+1	New	+$26	﹤0.01%	1405

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

Optima Capital's RF Position: Q1 2026 in Review

Optima Capital sold out of Regions Financial (RF) in Q1 2026, closing a stake of 1 share — an estimated $27 sold.

Optima Capital first reported a position in RF in Q4 2025 and held it in 1 quarter. The position peaked at $27 in Q4 2025. 1,071 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Optima Capital reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 Regions Financial share in Q1 2026, an estimated $27.
Optima Capital first reported a position in Regions Financial in Q4 2025 and held it in 1 quarter.
Optima Capital's Regions Financial position peaked at $27 in Q4 2025.
1,071 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.