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SVB Wealth’s Regions Financial RF Stock Holding History

SVB Wealth’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 		$5.45M Buy
180,325
+6,412
+4% +$180K 0.34% 63
2026
Q1 		$4.54M Buy
173,913
+12,782
+8% +$357K 0.3% 72
2025
Q4 		$4.37M Buy
161,131
+12,904
+9% +$330K 0.26% 81
2025
Q3 		$3.91M Buy
148,227
+3,451
+2% +$89.6K 0.21% 98
2025
Q2 		$3.41M Buy
144,776
+11,489
+9% +$243K 0.18% 114
2025
Q1 		$2.9M Buy
133,287
+95,831
+256% +$2.23M 0.12% 97
2024
Q4 		$881K Buy
+37,456
New +$926K 0.02% 346
2024
Q3 		– Sell
-12,536
Closed -$251K – 471
2024
Q2 		$251K Sell
12,536
-753
-6% -$14.6K 0.01% 610
2024
Q1 		$280K Buy
13,289
+4
+0% +$76 0.01% 656
2023
Q4 		$257K Buy
+13,285
New +$220K 0.01% 682
2023
Q2 		– Sell
-12,026
Closed -$223K – 993
2023
Q1 		$223K Sell
12,026
-3,648
-23% -$79.4K ﹤0.01% 841
2022
Q4 		$338K Sell
15,674
-1,286
-8% -$27.9K ﹤0.01% 695
2022
Q3 		$340K Buy
+16,960
New +$358K 0.01% 649
2022
Q2 		– Sell
-11,144
Closed -$248K – 828
2022
Q1 		$248K Buy
+11,144
New +$262K ﹤0.01% 632
2021
Q4 		– Sell
-9,578
Closed -$204K – 924
2021
Q3 		$204K Buy
+9,578
New +$191K ﹤0.01% 903

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 $3.37T AUM 44.26% 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

SVB Wealth's RF Position: Q2 2026 in Review

SVB Wealth increased its Regions Financial (RF) stake by 3.7% in Q2 2026, buying an estimated $180K and bringing the position to 180,325 shares worth $5.45M. The position accounts for 0.34% of the portfolio, ranked #63.

SVB Wealth first reported a position in RF in Q3 2021 and has held it in 15 quarters since. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • SVB Wealth held 180,325 shares of Regions Financial worth $5.45M as of Q2 2026.
  • SVB Wealth bought 6,412 Regions Financial shares in Q2 2026, an estimated $180K.
  • Regions Financial made up 0.34% of SVB Wealth's portfolio in Q2 2026, its #63 holding.
  • SVB Wealth first reported a position in Regions Financial in Q3 2021 and has held it in 15 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.