Patten Group’s Regions Financial RF Stock Holding History

Patten 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	$1.55M	Buy	59,304 +108	+0.2%	+$3.02K	0.27%	107
2025 Q4	$1.6M	Sell	59,196 -1,585	-3%	-$40.5K	0.3%	102
2025 Q3	$1.6M	Hold	60,781	–	–	0.31%	98
2025 Q2	$1.43M	Hold	60,781	–	–	0.3%	100
2025 Q1	$1.32M	Sell	60,781 -7,407	-11%	-$173K	0.3%	100
2024 Q4	$1.6M	Sell	68,188 -3,886	-5%	-$96K	0.35%	82
2024 Q3	$1.68M	Sell	72,074 -2,403	-3%	-$52.5K	0.37%	78
2024 Q2	$1.49M	Sell	74,477 -500	-0.7%	-$9.7K	0.35%	79
2024 Q1	$1.58M	Sell	74,977 -500	-0.7%	-$9.45K	0.39%	73
2023 Q4	$1.46M	Sell	75,477 -130	-0.2%	-$2.16K	0.4%	75
2023 Q3	$1.3M	Sell	75,607 -764	-1%	-$14.5K	0.39%	76
2023 Q2	$1.36M	Sell	76,371 -240	-0.3%	-$4.24K	0.2%	75
2023 Q1	$1.42M	Buy	76,611 +300	+0.4%	+$6.53K	0.43%	70
2022 Q4	$1.65M	Hold	76,311	–	–	0.52%	54
2022 Q3	$1.56M	Buy	76,311 +3,500	+5%	+$73.9K	0.54%	53
2022 Q2	$1.39M	Hold	72,811	–	–	0.44%	65
2022 Q1	$1.62M	Buy	72,811 +2,830	+4%	+$66.6K	0.45%	65
2021 Q4	$1.53M	Sell	69,981 -4,000	-5%	-$91.5K	0.4%	71
2021 Q3	$1.58M	Sell	73,981 -600	-0.8%	-$11.9K	0.46%	61
2021 Q2	$1.5M	Sell	74,581 -9,100	-11%	-$197K	0.44%	64
2021 Q1	$1.73M	Buy	83,681 +135	+0.2%	+$2.64K	0.55%	53
2020 Q4	$1.35M	Buy	83,546 +23,125	+38%	+$334K	0.36%	68
2020 Q3	$697K	Sell	60,421 -1,048	-2%	-$11.7K	0.27%	99
2020 Q2	$684K	Buy	61,469 +578	+0.9%	+$6.15K	0.29%	97
2020 Q1	$546K	Sell	60,891 -5,005	-8%	-$70.1K	0.28%	100
2019 Q4	$1.13M	Sell	65,896 -760	-1%	-$12.5K	0.42%	75
2019 Q3	$1.05M	Sell	66,656 -491	-0.7%	-$7.42K	0.43%	76
2019 Q2	$1M	Buy	67,147 +1,402	+2%	+$20.7K	0.41%	74
2019 Q1	$930K	Buy	65,745 +8,004	+14%	+$123K	0.4%	78
2018 Q4	$773K	Sell	57,741 -800	-1%	-$12.9K	0.37%	77
2018 Q3	$1.07M	Buy	58,541 +170	+0.3%	+$3.2K	0.41%	74
2018 Q2	$1.04M	Sell	58,371 -670	-1%	-$12.5K	0.42%	72
2018 Q1	$1.1M	Sell	59,041 -3,847	-6%	-$72.9K	0.45%	65
2017 Q4	$1.09M	Buy	62,888 +2,820	+5%	+$45.1K	0.43%	68
2017 Q3	$915K	Buy	60,068 +411	+0.7%	+$5.91K	0.37%	73
2017 Q2	$891K	Sell	59,657 -4,434	-7%	-$62.4K	0.36%	75
2017 Q1	$925K	Buy	64,091 +2,204	+4%	+$32.5K	0.4%	70
2016 Q4	$900K	Sell	61,887 -1,992	-3%	-$24.6K	0.4%	69
2016 Q3	$641K	Hold	63,879	–	–	0.3%	82
2016 Q2	$544K	Buy	63,879 +411	+0.6%	+$3.72K	0.25%	90
2016 Q1	$498K	Sell	63,468 -125	-0.2%	-$1K	0.24%	98
2015 Q4	$610K	Sell	63,593 -1,989	-3%	-$19.1K	0.29%	85
2015 Q3	$591K	Hold	65,582	–	–	0.3%	81
2015 Q2	$679K	Hold	65,582	–	–	0.32%	77
2015 Q1	$620K	Sell	65,582 -591	-0.9%	-$5.59K	0.32%	88
2014 Q4	$699K	Buy	+66,173	New	+$661K	0.34%	81

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

Patten Group's RF Position: Q1 2026 in Review

Patten Group increased its Regions Financial (RF) stake by 0.18% in Q1 2026, buying an estimated $3.02K and bringing the position to 59,304 shares worth $1.55M. The position accounts for 0.27% of the portfolio, ranked #107.

Patten Group first reported a position in RF in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.73M in Q1 2021. 1,071 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Patten Group held 59,304 shares of Regions Financial worth $1.55M as of Q1 2026.
Patten Group bought 108 Regions Financial shares in Q1 2026, an estimated $3.02K.
Regions Financial made up 0.27% of Patten Group's portfolio in Q1 2026, its #107 holding.
Patten Group first reported a position in Regions Financial in Q4 2014 and has held it in 46 quarters since.
Patten Group's Regions Financial position peaked at $1.73M in Q1 2021.
1,071 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.