Root Financial Partners
RF icon

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
Q3 		$259K Sell
9,627
-11
-0.1% -$333 0.01% 353
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's RF Position: Q3 2026 in Review

Root Financial Partners reduced its Regions Financial (RF) stake by 0.11% in Q3 2026, selling an estimated $333 and leaving 9,627 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #353.

Root Financial Partners first reported a position in RF in Q3 2025 and has held it in 5 quarters since. The position peaked at $291K in Q2 2026. 937 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Root Financial Partners held 9,627 shares of Regions Financial worth $259K as of Q3 2026.
  • Root Financial Partners sold 11 Regions Financial shares in Q3 2026, an estimated $333.
  • Regions Financial made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #353 holding.
  • Root Financial Partners first reported a position in Regions Financial in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Regions Financial position peaked at $291K in Q2 2026.
  • 937 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.