Richardson Financial Services’s Regions Financial RF Stock Holding History

Richardson Financial Services’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	$183K	Sell	7,010 -100	-1%	-$2.79K	0.11%	168
2025 Q4	$193K	Sell	7,110 -300	-4%	-$7.66K	0.06%	154
2025 Q3	$195K	Buy	7,410 +1,780	+32%	+$46.2K	0.12%	147
2025 Q2	$136K	Buy	5,630 +120	+2%	+$2.54K	0.09%	179
2025 Q1	$120K	Sell	5,510 -125	-2%	-$2.91K	0.09%	176
2024 Q4	$133K	Sell	5,635 -290	-5%	-$7.17K	0.09%	173
2024 Q3	$119K	Hold	5,925	–	–	0.08%	190
2024 Q2	$119K	Buy	5,925 +60	+1%	+$1.16K	0.09%	179
2024 Q1	$123K	Buy	5,865 +680	+13%	+$12.9K	0.09%	182
2023 Q4	$100K	Buy	+5,185	New	+$86K	0.09%	172

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

Richardson Financial Services's RF Position: Q1 2026 in Review

Richardson Financial Services reduced its Regions Financial (RF) stake by 1.4% in Q1 2026, selling an estimated $2.79K and leaving 7,010 shares worth $183K. The position accounts for 0.11% of the portfolio, ranked #168.

Richardson Financial Services first reported a position in RF in Q4 2023 and has held it in 10 quarters since. The position peaked at $195K in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Richardson Financial Services held 7,010 shares of Regions Financial worth $183K as of Q1 2026.
Richardson Financial Services sold 100 Regions Financial shares in Q1 2026, an estimated $2.79K.
Regions Financial made up 0.11% of Richardson Financial Services's portfolio in Q1 2026, its #168 holding.
Richardson Financial Services first reported a position in Regions Financial in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Regions Financial position peaked at $195K in Q3 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.