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Three Bearings Fiduciary Advisors’s Regions Financial RF Stock Holding History

Three Bearings Fiduciary Advisors’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
-15
Closed -$428 – 396
2025
Q4 		$428 Buy
+15
New +$383 ﹤0.01% 375

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Three Bearings Fiduciary Advisors's RF Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Regions Financial (RF) in Q1 2026, closing a stake of 15 shares — an estimated $428 sold.

Three Bearings Fiduciary Advisors first reported a position in RF in Q4 2025 and held it in 1 quarter. The position peaked at $428 in Q4 2025. 1,076 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 15 Regions Financial shares in Q1 2026, an estimated $428.
  • Three Bearings Fiduciary Advisors first reported a position in Regions Financial in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Regions Financial position peaked at $428 in Q4 2025.
  • 1,076 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.