PCG
RF icon

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
Q2 		$1.3M Buy
42,977
+6,551
+18% +$184K 0.05% 226
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 $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

Prosperity Consulting Group's RF Position: Q2 2026 in Review

Prosperity Consulting Group increased its Regions Financial (RF) stake by 18% in Q2 2026, buying an estimated $184K and bringing the position to 42,977 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #226.

Prosperity Consulting Group first reported a position in RF in Q3 2024 and has held it in 8 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Prosperity Consulting Group held 42,977 shares of Regions Financial worth $1.3M as of Q2 2026.
  • Prosperity Consulting Group bought 6,551 Regions Financial shares in Q2 2026, an estimated $184K.
  • Regions Financial made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #226 holding.
  • Prosperity Consulting Group first reported a position in Regions Financial in Q3 2024 and has held it in 8 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.