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 Q2	$1.58M	Buy	52,405 +28,597	+120%	+$803K	0.02%	485
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ritholtz Wealth Management's RF Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Regions Financial (RF) stake by 120% in Q2 2026, buying an estimated $803K and bringing the position to 52,405 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #485.

Ritholtz Wealth Management first reported a position in RF in Q3 2022 and has held it in 12 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Ritholtz Wealth Management held 52,405 shares of Regions Financial worth $1.58M as of Q2 2026.
Ritholtz Wealth Management bought 28,597 Regions Financial shares in Q2 2026, an estimated $803K.
Regions Financial made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #485 holding.
Ritholtz Wealth Management first reported a position in Regions Financial in Q3 2022 and has held it in 12 quarters since.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.