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Prosperity Consulting Group’s Regions Financial RF Stock Holding History

Prosperity Consulting 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 		$951K Buy
36,426
+727
+2% +$20.3K 0.04% 253
2025
Q4 		$967K Sell
35,699
-50
-0.1% -$1.28K 0.04% 253
2025
Q3 		$943K Buy
35,749
+660
+2% +$17.1K 0.05% 256
2025
Q2 		$825K Buy
35,089
+3,018
+9% +$63.9K 0.06% 256
2025
Q1 		$697K Sell
32,071
-470
-1% -$10.9K 0.05% 264
2024
Q4 		$765K Buy
32,541
+700
+2% +$17.3K 0.06% 260
2024
Q3 		$743K Buy
+31,841
New +$696K 0.06% 262

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

Prosperity Consulting Group's RF Position: Q1 2026 in Review

Prosperity Consulting Group increased its Regions Financial (RF) stake by 2% in Q1 2026, buying an estimated $20.3K and bringing the position to 36,426 shares worth $951K. The position accounts for 0.04% of the portfolio, ranked #253.

Prosperity Consulting Group first reported a position in RF in Q3 2024 and has held it in 7 quarters since. The position peaked at $967K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Prosperity Consulting Group held 36,426 shares of Regions Financial worth $951K as of Q1 2026.
  • Prosperity Consulting Group bought 727 Regions Financial shares in Q1 2026, an estimated $20.3K.
  • Regions Financial made up 0.04% of Prosperity Consulting Group's portfolio in Q1 2026, its #253 holding.
  • Prosperity Consulting Group first reported a position in Regions Financial in Q3 2024 and has held it in 7 quarters since.
  • Prosperity Consulting Group's Regions Financial position peaked at $967K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.