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Prudent Man Advisors’s Regions Financial RF Stock Holding History

Prudent Man Advisors’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 		$578K Buy
22,124
+7,455
+51% +$208K 0.17% 104
2025
Q4 		$398K Sell
14,669
-117
-0.8% -$2.99K 0.14% 104
2025
Q3 		$390K Sell
14,786
-2,660
-15% -$69.1K 0.14% 105
2025
Q2 		$410K Buy
+17,446
New +$369K 0.13% 133

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

Prudent Man Advisors's RF Position: Q1 2026 in Review

Prudent Man Advisors increased its Regions Financial (RF) stake by 51% in Q1 2026, buying an estimated $208K and bringing the position to 22,124 shares worth $578K. The position accounts for 0.17% of the portfolio, ranked #104.

Prudent Man Advisors first reported a position in RF in Q2 2025 and has held it in 4 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Prudent Man Advisors held 22,124 shares of Regions Financial worth $578K as of Q1 2026.
  • Prudent Man Advisors bought 7,455 Regions Financial shares in Q1 2026, an estimated $208K.
  • Regions Financial made up 0.17% of Prudent Man Advisors's portfolio in Q1 2026, its #104 holding.
  • Prudent Man Advisors first reported a position in Regions Financial in Q2 2025 and has held it in 4 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.