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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Securities's RF Position: Q1 2026 in Review

Principal Securities increased its Regions Financial (RF) stake by 9.6% in Q1 2026, buying an estimated $29.7K and bringing the position to 12,191 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Principal Securities first reported a position in RF in Q4 2023 and has held it in 10 quarters since. The position peaked at $352K in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Principal Securities held 12,191 shares of Regions Financial worth $318K as of Q1 2026.
  • Principal Securities bought 1,063 Regions Financial shares in Q1 2026, an estimated $29.7K.
  • Regions Financial made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1172 holding.
  • Principal Securities first reported a position in Regions Financial in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Regions Financial position peaked at $352K in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.