Sentry Investment Management’s Regions Financial RF Stock Holding History

Sentry Investment Management’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	–	Sell	-1,601	Closed	-$43K	–	390
2025 Q4	$43K	Hold	1,601	–	–	0.03%	395
2025 Q3	$40K	Sell	1,601 -1,152	-42%	-$29.9K	0.03%	421
2025 Q2	$68K	Buy	+2,753	New	+$58.3K	0.04%	346
2023 Q4	–	Sell	-5,378	Closed	-$93K	–	513
2023 Q3	$93K	Sell	5,378 -1,303	-20%	-$24.7K	0.04%	364
2023 Q2	$119K	Buy	+6,681	New	+$118K	0.04%	351
2022 Q4	–	Sell	-6,383	Closed	-$128K	–	523
2022 Q3	$128K	Hold	6,383	–	–	0.06%	315
2022 Q2	$120K	Sell	6,383 -1,243	-16%	-$25.7K	0.05%	328
2022 Q1	$170K	Buy	7,626 +7,605	+36,214%	+$179K	0.05%	330
2021 Q4	$0	Hold	21	–	–	﹤0.01%	517
2021 Q3	$0	Hold	21	–	–	﹤0.01%	526
2021 Q2	$0	Buy	+21	New	+$454	﹤0.01%	525
2020 Q3	–	Sell	-54,921	Closed	-$611K	–	469
2020 Q2	$611K	Buy	+54,921	New	+$585K	0.04%	381
2020 Q1	–	Sell	-62,780	Closed	-$1.08M	–	475
2019 Q4	$1.08M	Hold	62,780	–	–	0.06%	281
2019 Q3	$993K	Hold	62,780	–	–	0.06%	277
2019 Q2	$938K	Sell	62,780 -2,398	-4%	-$35.4K	0.06%	298
2019 Q1	$922K	Sell	65,178 -5,784	-8%	-$88.6K	0.06%	287
2018 Q4	$949K	Sell	70,962 -5,454	-7%	-$87.6K	0.07%	278
2018 Q3	$1.4M	Hold	76,416	–	–	0.09%	235
2018 Q2	$1.36M	Sell	76,416 -8,450	-10%	-$158K	0.09%	235
2018 Q1	$1.58M	Buy	84,866 +23,911	+39%	+$453K	0.1%	238
2017 Q4	$1.05M	Buy	60,955 +7,789	+15%	+$125K	0.06%	320
2017 Q3	$810K	Hold	53,166	–	–	0.03%	370
2017 Q2	$778K	Buy	53,166 +345	+0.7%	+$4.86K	0.03%	379
2017 Q1	$767K	Sell	52,821 -36,903	-41%	-$545K	0.03%	369
2016 Q4	$1.29M	Sell	89,724 -8,379	-9%	-$104K	0.05%	273
2016 Q3	$968K	Sell	98,103 -1,116	-1%	-$10.4K	0.04%	322
2016 Q2	$844K	Hold	99,219	–	–	0.04%	352
2016 Q1	$779K	Hold	99,219	–	–	0.04%	368
2015 Q4	$953K	Buy	99,219 +42,273	+74%	+$406K	0.04%	319
2015 Q3	$513K	Hold	56,946	–	–	0.03%	386
2015 Q2	$590K	Hold	56,946	–	–	0.03%	391
2015 Q1	$538K	Hold	56,946	–	–	0.03%	401
2014 Q4	$601K	Sell	56,946 -7,000	-11%	-$69.9K	0.03%	355
2014 Q3	$642K	Sell	63,946 -7,885	-11%	-$80.5K	0.03%	335
2014 Q2	$763K	Sell	71,831 -5,269	-7%	-$54.9K	0.04%	326
2014 Q1	$857K	Hold	77,100	–	–	0.05%	291
2013 Q4	$763K	Buy	77,100 +22,000	+40%	+$212K	0.04%	320
2013 Q3	$510K	Buy	55,100 +400	+0.7%	+$3.92K	0.03%	409
2013 Q2	$521K	Buy	+54,700	New	+$476K	0.03%	294

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sentry Investment Management's RF Position: Q1 2026 in Review

Sentry Investment Management sold out of Regions Financial (RF) in Q1 2026, closing a stake of 1,601 shares — an estimated $43K sold.

Sentry Investment Management first reported a position in RF in Q2 2013 and held it in 39 quarters. The position peaked at $1.58M in Q1 2018. 1,079 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Sentry Investment Management reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 1,601 Regions Financial shares in Q1 2026, an estimated $43K.
Sentry Investment Management first reported a position in Regions Financial in Q2 2013 and held it in 39 quarters.
Sentry Investment Management's Regions Financial position peaked at $1.58M in Q1 2018.
1,079 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.