TFC Financial Management’s Regions Financial RF Stock Holding History

TFC Financial 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	$3.84K	Sell	147 -61	-29%	-$1.7K	﹤0.01%	482
2025 Q4	$5.64K	Hold	208	–	–	﹤0.01%	436
2025 Q3	$5.49K	Hold	208	–	–	﹤0.01%	448
2025 Q2	$4.89K	Sell	208 -57	-22%	-$1.21K	﹤0.01%	423
2025 Q1	$5.76K	Buy	265 +52	+24%	+$1.21K	﹤0.01%	397
2024 Q4	$5.01K	Hold	213	–	–	﹤0.01%	414
2024 Q3	$4.97K	Sell	213 -5	-2%	-$109	﹤0.01%	419
2024 Q2	$4.37K	Buy	218 +9	+4%	+$175	﹤0.01%	404
2024 Q1	$4.4K	Buy	209 +62	+42%	+$1.17K	﹤0.01%	399
2023 Q4	$2.85K	Buy	147 +41	+39%	+$680	﹤0.01%	422
2023 Q3	$1.82K	Hold	106	–	–	﹤0.01%	471
2023 Q2	$1.89K	Sell	106 -1	-0.9%	-$18	﹤0.01%	446
2023 Q1	$1.99K	Buy	107 +1	+0.9%	+$22	﹤0.01%	462
2022 Q4	$2.29K	Hold	106	–	–	﹤0.01%	390
2022 Q3	$2K	Hold	106	–	–	﹤0.01%	422
2022 Q2	$2K	Hold	106	–	–	﹤0.01%	417
2022 Q1	$2K	Hold	106	–	–	﹤0.01%	433
2021 Q4	$2K	Hold	106	–	–	﹤0.01%	482
2021 Q3	$2K	Hold	106	–	–	﹤0.01%	472
2021 Q2	$2K	Hold	106	–	–	﹤0.01%	462
2021 Q1	$2K	Hold	106	–	–	﹤0.01%	453
2020 Q4	$2K	Hold	106	–	–	﹤0.01%	442
2020 Q3	$1K	Buy	+106	New	+$1.18K	﹤0.01%	487

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFC Financial Management's RF Position: Q1 2026 in Review

TFC Financial Management reduced its Regions Financial (RF) stake by 29% in Q1 2026, selling an estimated $1.7K and leaving 147 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

TFC Financial Management first reported a position in RF in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.76K in Q1 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

TFC Financial Management held 147 shares of Regions Financial worth $3.84K as of Q1 2026.
TFC Financial Management sold 61 Regions Financial shares in Q1 2026, an estimated $1.7K.
Regions Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #482 holding.
TFC Financial Management first reported a position in Regions Financial in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Regions Financial position peaked at $5.76K in Q1 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.