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Sagespring Wealth Partners’s Regions Financial RF Stock Holding History

Sagespring Wealth 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
Q1 		$872K Buy
33,388
+7,358
+28% +$205K 0.02% 354
2025
Q4 		$705K Buy
26,030
+2,223
+9% +$56.8K 0.01% 390
2025
Q3 		$628K Buy
23,807
+3,155
+15% +$81.9K 0.01% 410
2025
Q2 		$486K Sell
20,652
-1,194
-5% -$25.3K 0.01% 448
2025
Q1 		$475K Buy
21,846
+1,229
+6% +$28.6K 0.01% 404
2024
Q4 		$485K Buy
+20,617
New +$509K 0.01% 356

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sagespring Wealth Partners's RF Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Regions Financial (RF) stake by 28% in Q1 2026, buying an estimated $205K and bringing the position to 33,388 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #354.

Sagespring Wealth Partners first reported a position in RF in Q4 2024 and has held it in 6 quarters since. 1,071 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Sagespring Wealth Partners held 33,388 shares of Regions Financial worth $872K as of Q1 2026.
  • Sagespring Wealth Partners bought 7,358 Regions Financial shares in Q1 2026, an estimated $205K.
  • Regions Financial made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #354 holding.
  • Sagespring Wealth Partners first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.