Vestmark Advisory Solutions’s Regions Financial RF Stock Holding History

Vestmark Advisory Solutions’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	$925K	Buy	+30,614	New	+$859K	0.01%	978
2024 Q1	–	Sell	-17,671	Closed	-$342K	–	550
2023 Q4	$342K	Sell	17,671 -8,765	-33%	-$145K	0.02%	389
2023 Q3	$455K	Buy	26,436 +14,756	+126%	+$280K	0.03%	306
2023 Q2	$208K	Buy	11,680 +432	+4%	+$7.63K	0.01%	829
2023 Q1	$209K	Buy	11,248 +457	+4%	+$9.95K	0.01%	814
2022 Q4	$233K	Buy	10,791 +663	+7%	+$14.4K	0.01%	756
2022 Q3	$203K	Buy	+10,128	New	+$214K	0.01%	780
2022 Q1	–	Sell	-29,309	Closed	-$639K	–	892
2021 Q4	$639K	Sell	29,309 -1,182	-4%	-$27K	0.04%	466
2021 Q3	$650K	Buy	30,491 +6,670	+28%	+$133K	0.04%	424
2021 Q2	$481K	Buy	+23,821	New	+$515K	0.03%	487
2020 Q2	–	Sell	-17,666	Closed	-$158K	–	553
2020 Q1	$158K	Sell	17,666 -311	-2%	-$4.36K	0.03%	457
2019 Q4	$308K	Buy	17,977 +237	+1%	+$3.9K	0.06%	228
2019 Q3	$281K	Sell	17,740 -4,968	-22%	-$75.1K	0.05%	433
2019 Q2	$339K	Buy	22,708 +1,436	+7%	+$21.2K	0.06%	371
2019 Q1	$301K	Buy	+21,272	New	+$326K	0.05%	399

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vestmark Advisory Solutions's RF Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in Regions Financial (RF) in Q2 2026: 30,614 shares worth $925K. The stake represents 0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in RF as recently as Q4 2023.

Vestmark Advisory Solutions first reported a position in RF in Q1 2019 and has held it in 15 quarters since. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Vestmark Advisory Solutions held 30,614 shares of Regions Financial worth $925K as of Q2 2026.
Regions Financial was a new Vestmark Advisory Solutions position in Q2 2026.
Regions Financial made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #978 holding.
Vestmark Advisory Solutions first reported a position in Regions Financial in Q1 2019 and has held it in 15 quarters since.
1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.