Sage Investment Counsel’s Regions Financial RF Stock Holding History

Sage Investment Counsel’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	$377K	Buy	12,473 +27	+0.2%	+$758	0.38%	67
2026 Q1	$325K	Hold	12,446	–	–	0.36%	75
2025 Q4	$337K	Hold	12,446	–	–	0.37%	76
2025 Q3	$328K	Hold	12,446	–	–	0.36%	76
2025 Q2	$293K	Buy	12,446 +30	+0.2%	+$635	0.34%	80
2025 Q1	$270K	Buy	12,416 +27	+0.2%	+$629	0.34%	85
2024 Q4	$291K	Buy	+12,389	New	+$306K	0.38%	78

Other funds holding RF

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Sage Investment Counsel's RF Position: Q2 2026 in Review

Sage Investment Counsel increased its Regions Financial (RF) stake by 0.22% in Q2 2026, buying an estimated $758 and bringing the position to 12,473 shares worth $377K. The position accounts for 0.38% of the portfolio, ranked #67.

Sage Investment Counsel first reported a position in RF in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Sage Investment Counsel held 12,473 shares of Regions Financial worth $377K as of Q2 2026.
Sage Investment Counsel bought 27 Regions Financial shares in Q2 2026, an estimated $758.
Regions Financial made up 0.38% of Sage Investment Counsel's portfolio in Q2 2026, its #67 holding.
Sage Investment Counsel first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
514 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.