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Principal Street Partners’s Regions Financial RF Stock Holding History

Principal Street 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 		$283K Hold
9,384
– – 0.04% 203
2026
Q1 		$245K Sell
9,384
-778
-8% -$21.7K 0.04% 202
2025
Q4 		$275K Hold
10,162
– – 0.05% 177
2025
Q3 		$268K Sell
10,162
-293
-3% -$7.61K 0.04% 210
2025
Q2 		$246K Sell
10,455
-330
-3% -$6.99K 0.02% 310
2025
Q1 		$234K Sell
10,785
-416
-4% -$9.69K 0.04% 204
2024
Q4 		$263K Sell
11,201
-59
-0.5% -$1.46K 0.05% 183
2024
Q3 		$261K Sell
11,260
-526
-4% -$11.5K 0.04% 187
2024
Q2 		$236K Sell
11,786
-727
-6% -$14.1K 0.04% 211
2024
Q1 		$263K Sell
12,513
-983
-7% -$18.6K 0.05% 196
2023
Q4 		$262K Sell
13,496
-240,037
-95% -$3.98M 0.06% 176
2023
Q3 		$4.36M Sell
253,533
-224
-0.1% -$4.24K 0.86% 40
2023
Q2 		$4.52M Buy
253,757
+8,451
+3% +$149K 1.07% 39
2023
Q1 		$4.55M Sell
245,306
-25,017
-9% -$545K 1.15% 45
2022
Q4 		$5.83M Sell
270,323
-18,837
-7% -$408K 1.47% 21
2022
Q3 		$5.8M Buy
289,160
+21,013
+8% +$444K 1.55% 7
2022
Q2 		$5.03M Buy
268,147
+12,406
+5% +$256K 1.3% 28
2022
Q1 		$5.69M Buy
255,741
+8,723
+4% +$205K 1.31% 25
2021
Q4 		$5.38M Sell
247,018
-27,019
-10% -$618K 1.3% 24
2021
Q3 		$5.84M Buy
274,037
+16,511
+6% +$329K 1.59% 10
2021
Q2 		$5.2M Buy
+257,526
New +$5.57M 1.37% 18
2020
Q1 		– Sell
-13,373
Closed -$229K – 178
2019
Q4 		$229K Buy
13,373
+551
+4% +$9.07K 0.05% 180
2019
Q3 		$203K Buy
+12,822
New +$194K 0.05% 165

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 Street Partners's RF Position: Q2 2026 in Review

Principal Street Partners held its Regions Financial (RF) position steady in Q2 2026 at 9,384 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #203.

Principal Street Partners first reported a position in RF in Q3 2019 and has held it in 23 quarters since. The position peaked at $5.84M in Q3 2021. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Principal Street Partners held 9,384 shares of Regions Financial worth $283K as of Q2 2026.
  • Principal Street Partners left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.04% of Principal Street Partners's portfolio in Q2 2026, its #203 holding.
  • Principal Street Partners first reported a position in Regions Financial in Q3 2019 and has held it in 23 quarters since.
  • Principal Street Partners's Regions Financial position peaked at $5.84M in Q3 2021.
  • 1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.