PTP
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Platform Technology Partners’s Regions Financial RF Stock Holding History

Platform Technology Partners’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 		– Sell
-11,818
Closed -$309K – 420
2026
Q1 		$309K Buy
+11,818
New +$330K 0.06% 227

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Platform Technology Partners's RF Position: Q2 2026 in Review

Platform Technology Partners sold out of Regions Financial (RF) in Q2 2026, closing a stake of 11,818 shares — an estimated $309K sold.

Platform Technology Partners first reported a position in RF in Q1 2026 and held it in 1 quarter. The position peaked at $309K in Q1 2026. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Platform Technology Partners reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • Platform Technology Partners sold 11,818 Regions Financial shares in Q2 2026, an estimated $309K.
  • Platform Technology Partners first reported a position in Regions Financial in Q1 2026 and held it in 1 quarter.
  • Platform Technology Partners's Regions Financial position peaked at $309K in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.