Ritholtz Wealth Management’s Regions Financial RF Stock Holding History

Ritholtz Wealth 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	$622K	Buy	23,808 +2,296	+11%	+$64.1K	0.01%	709
2025 Q4	$583K	Buy	21,512 +2,161	+11%	+$55.2K	0.01%	667
2025 Q3	$510K	Buy	19,351 +631	+3%	+$16.4K	0.01%	676
2025 Q2	$440K	Buy	18,720 +1,089	+6%	+$23.1K	0.01%	674
2025 Q1	$383K	Sell	17,631 -173	-1%	-$4.03K	0.01%	665
2024 Q4	$419K	Sell	17,804 -122	-0.7%	-$3.02K	0.01%	610
2024 Q3	$418K	Buy	17,926 +697	+4%	+$15.2K	0.01%	615
2024 Q2	$345K	Buy	17,229 +2	+0%	+$39	0.01%	626
2024 Q1	$362K	Buy	+17,227	New	+$326K	0.01%	592
2023 Q2	–	Sell	-59,772	Closed	-$1.11M	–	700
2023 Q1	$1.11M	Buy	+59,772	New	+$1.3M	0.06%	237
2022 Q4	–	Sell	-65,795	Closed	-$1.32M	–	708
2022 Q3	$1.32M	Buy	+65,795	New	+$1.39M	0.07%	195

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

Ritholtz Wealth Management's RF Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Regions Financial (RF) stake by 11% in Q1 2026, buying an estimated $64.1K and bringing the position to 23,808 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #709.

Ritholtz Wealth Management first reported a position in RF in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.32M in Q3 2022. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Ritholtz Wealth Management held 23,808 shares of Regions Financial worth $622K as of Q1 2026.
Ritholtz Wealth Management bought 2,296 Regions Financial shares in Q1 2026, an estimated $64.1K.
Regions Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #709 holding.
Ritholtz Wealth Management first reported a position in Regions Financial in Q3 2022 and has held it in 11 quarters since.
Ritholtz Wealth Management's Regions Financial position peaked at $1.32M in Q3 2022.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.