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Rothschild Investment LLC’s Regions Financial RF Stock Holding History

Rothschild Investment LLC’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 		$897K Buy
29,697
+25,468
+602% +$715K 0.03% 444
2026
Q1 		$110K Buy
4,229
+340
+9% +$9.49K 0.01% 851
2025
Q4 		$105K Sell
3,889
-4,822
-55% -$123K 0.01% 792
2025
Q3 		$230K Sell
8,711
-15,893
-65% -$413K 0.01% 558
2025
Q2 		$579K Sell
24,604
-568
-2% -$12K 0.04% 307
2025
Q1 		$547K Buy
25,172
+1,694
+7% +$39.5K 0.04% 321
2024
Q4 		$552K Buy
23,478
+2,537
+12% +$62.7K 0.04% 322
2024
Q3 		$489K Buy
20,941
+96
+0.5% +$2.1K 0.03% 351
2024
Q2 		$418K Sell
20,845
-515
-2% -$9.99K 0.03% 365
2024
Q1 		$449K Sell
21,360
-325
-1% -$6.14K 0.03% 343
2023
Q4 		$420K Buy
+21,685
New +$360K 0.04% 305
2019
Q2 		– Sell
-11,630
Closed -$165K – 396
2019
Q1 		$165K Hold
11,630
– – 0.02% 360
2018
Q4 		$156K Buy
+11,630
New +$187K 0.02% 348

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's RF Position: Q2 2026 in Review

Rothschild Investment LLC increased its Regions Financial (RF) stake by 602% in Q2 2026, buying an estimated $715K and bringing the position to 29,697 shares worth $897K. The position accounts for 0.03% of the portfolio, ranked #444.

Rothschild Investment LLC first reported a position in RF in Q4 2018 and has held it in 13 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Rothschild Investment LLC held 29,697 shares of Regions Financial worth $897K as of Q2 2026.
  • Rothschild Investment LLC bought 25,468 Regions Financial shares in Q2 2026, an estimated $715K.
  • Regions Financial made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #444 holding.
  • Rothschild Investment LLC first reported a position in Regions Financial in Q4 2018 and has held it in 13 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.