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Turning Point Benefit Group’s Regions Financial RF Stock Holding History

Turning Point Benefit Group’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
-213
Closed -$5.77K – 638
2025
Q4 		$5.77K Buy
+213
New +$5.44K ﹤0.01% 282

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Turning Point Benefit Group's RF Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Regions Financial (RF) in Q1 2026, closing a stake of 213 shares — an estimated $5.77K sold.

Turning Point Benefit Group first reported a position in RF in Q4 2025 and held it in 1 quarter. The position peaked at $5.77K in Q4 2025. 1,083 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 213 Regions Financial shares in Q1 2026, an estimated $5.77K.
  • Turning Point Benefit Group first reported a position in Regions Financial in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Regions Financial position peaked at $5.77K in Q4 2025.
  • 1,083 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.