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Principal Securities’s Regions Financial RF Stock Holding History

Principal Securities’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 		$378K Buy
12,513
+322
+3% +$9.04K ﹤0.01% 1220
2026
Q1 		$318K Buy
12,191
+1,063
+10% +$29.7K ﹤0.01% 1172
2025
Q4 		$302K Sell
11,128
-2,209
-17% -$56.4K ﹤0.01% 1143
2025
Q3 		$352K Buy
13,337
+2,343
+21% +$60.9K 0.01% 1053
2025
Q2 		$259K Buy
10,994
+3,319
+43% +$70.3K ﹤0.01% 1122
2025
Q1 		$181K Hold
7,675
– – ﹤0.01% 1169
2024
Q4 		$181K Buy
7,675
+1,964
+34% +$48.5K ﹤0.01% 1168
2024
Q3 		$133K Buy
5,711
+831
+17% +$18.2K ﹤0.01% 1262
2024
Q2 		$97.8K Buy
4,880
+964
+25% +$18.7K ﹤0.01% 1341
2024
Q1 		$82.4K Sell
3,916
-811
-17% -$15.3K ﹤0.01% 1359
2023
Q4 		$91.6K Buy
+4,727
New +$78.4K ﹤0.01% 1220

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Principal Securities's RF Position: Q2 2026 in Review

Principal Securities increased its Regions Financial (RF) stake by 2.6% in Q2 2026, buying an estimated $9.04K and bringing the position to 12,513 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Principal Securities first reported a position in RF in Q4 2023 and has held it in 11 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Principal Securities held 12,513 shares of Regions Financial worth $378K as of Q2 2026.
  • Principal Securities bought 322 Regions Financial shares in Q2 2026, an estimated $9.04K.
  • Regions Financial made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1220 holding.
  • Principal Securities first reported a position in Regions Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.