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 Q2	$4.23M	Buy	139,633 +10,370	+8%	+$291K	0.01%	314
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rakuten Investment Management's RF Position: Q2 2026 in Review

Rakuten Investment Management increased its Regions Financial (RF) stake by 8% in Q2 2026, buying an estimated $291K and bringing the position to 139,633 shares worth $4.23M. The position accounts for 0.01% of the portfolio, ranked #314.

Rakuten Investment Management first reported a position in RF in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.38M in Q3 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Rakuten Investment Management held 139,633 shares of Regions Financial worth $4.23M as of Q2 2026.
Rakuten Investment Management bought 10,370 Regions Financial shares in Q2 2026, an estimated $291K.
Regions Financial made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #314 holding.
Rakuten Investment Management first reported a position in Regions Financial in Q4 2023 and has held it in 9 quarters since.
Rakuten Investment Management's Regions Financial position peaked at $5.38M in Q3 2025.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.