PYA Waltman Capital’s Regions Financial RF Stock Holding History

PYA Waltman Capital’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	$200K	Hold	7,669	–	–	0.06%	67
2025 Q4	$208K	Hold	7,669	–	–	0.06%	74
2025 Q3	$202K	Buy	+7,669	New	+$199K	0.05%	79
2022 Q4	–	Sell	-7,669	Closed	-$154K	–	162
2022 Q3	$154K	Hold	7,669	–	–	0.09%	61
2022 Q2	$144K	Hold	7,669	–	–	0.08%	55
2022 Q1	$171K	Hold	7,669	–	–	0.08%	50
2021 Q4	$167K	Buy	+7,669	New	+$175K	0.09%	49

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PYA Waltman Capital's RF Position: Q1 2026 in Review

PYA Waltman Capital held its Regions Financial (RF) position steady in Q1 2026 at 7,669 shares worth $200K. The position accounts for 0.06% of the portfolio, ranked #67.

PYA Waltman Capital first reported a position in RF in Q4 2021 and has held it in 7 quarters since. The position peaked at $208K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

PYA Waltman Capital held 7,669 shares of Regions Financial worth $200K as of Q1 2026.
PYA Waltman Capital left its Regions Financial share count unchanged in Q1 2026.
Regions Financial made up 0.06% of PYA Waltman Capital's portfolio in Q1 2026, its #67 holding.
PYA Waltman Capital first reported a position in Regions Financial in Q4 2021 and has held it in 7 quarters since.
PYA Waltman Capital's Regions Financial position peaked at $208K in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.