SHIM
RF icon

Stone House Investment Management’s Regions Financial RF Stock Holding History

Stone House 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
Q2 		$20.4K Buy
674
+194
+40% +$5.45K ﹤0.01% 325
2026
Q1 		$12.5K Buy
480
+260
+118% +$7.26K ﹤0.01% 322
2025
Q4 		$5.96K Buy
+220
New +$5.62K ﹤0.01% 397

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

Stone House Investment Management's RF Position: Q2 2026 in Review

Stone House Investment Management increased its Regions Financial (RF) stake by 40% in Q2 2026, buying an estimated $5.45K and bringing the position to 674 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Stone House Investment Management first reported a position in RF in Q4 2025 and has held it in 3 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Stone House Investment Management held 674 shares of Regions Financial worth $20.4K as of Q2 2026.
  • Stone House Investment Management bought 194 Regions Financial shares in Q2 2026, an estimated $5.45K.
  • Regions Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #325 holding.
  • Stone House Investment Management first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.