RFP
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Root Financial Partners’s Regions Financial RF Stock Holding History

Root Financial Partners’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 		$291K Buy
9,638
+563
+6% +$15.8K 0.01% 298
2026
Q1 		$237K Sell
9,075
-73
-0.8% -$2.04K 0.01% 302
2025
Q4 		$248K Buy
9,148
+346
+4% +$8.84K 0.01% 257
2025
Q3 		$232K Buy
+8,802
New +$229K 0.01% 254

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Root Financial Partners's RF Position: Q2 2026 in Review

Root Financial Partners increased its Regions Financial (RF) stake by 6.2% in Q2 2026, buying an estimated $15.8K and bringing the position to 9,638 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #298.

Root Financial Partners first reported a position in RF in Q3 2025 and has held it in 4 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Root Financial Partners held 9,638 shares of Regions Financial worth $291K as of Q2 2026.
  • Root Financial Partners bought 563 Regions Financial shares in Q2 2026, an estimated $15.8K.
  • Regions Financial made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #298 holding.
  • Root Financial Partners first reported a position in Regions Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.