RIM
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Rakuten Investment Management’s Regions Financial RF Stock Holding History

Rakuten Investment Management’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 		$3.26M Buy
129,263
+13,256
+11% +$370K 0.01% 319
2025
Q4 		$3.2M Buy
116,007
+97,369
+522% +$2.49M 0.01% 354
2025
Q3 		$5.38M Buy
+18,638
New +$484K 0.02% 238
2025
Q1 		$1.78M Buy
+83,080
New +$1.94M 0.01% 399
2024
Q3 		$1.19M Buy
51,866
+12,830
+33% +$280K 0.01% 316
2024
Q2 		$749K Buy
39,036
+14,137
+57% +$274K ﹤0.01% 329
2024
Q1 		$524K Buy
24,899
+22,593
+980% +$427K ﹤0.01% 315
2023
Q4 		$45.1K Buy
+2,306
New +$38.3K ﹤0.01% 311

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

Rakuten Investment Management's RF Position: Q1 2026 in Review

Rakuten Investment Management increased its Regions Financial (RF) stake by 11% in Q1 2026, buying an estimated $370K and bringing the position to 129,263 shares worth $3.26M. The position accounts for 0.01% of the portfolio, ranked #319.

Rakuten Investment Management first reported a position in RF in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.38M in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Rakuten Investment Management held 129,263 shares of Regions Financial worth $3.26M as of Q1 2026.
  • Rakuten Investment Management bought 13,256 Regions Financial shares in Q1 2026, an estimated $370K.
  • Regions Financial made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #319 holding.
  • Rakuten Investment Management first reported a position in Regions Financial in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's Regions Financial position peaked at $5.38M in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.