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Waterloo Capital’s Regions Financial RF Stock Holding History

Waterloo Capital’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 		$1.41M Sell
53,835
-82,074
-60% -$2.29M 0.1% 178
2025
Q4 		$3.68M Buy
135,909
+75,149
+124% +$1.92M 0.27% 90
2025
Q3 		$1.6M Buy
60,760
+3,157
+5% +$82K 0.12% 163
2025
Q2 		$1.35M Buy
+57,603
New +$1.22M 0.11% 161

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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

Waterloo Capital's RF Position: Q1 2026 in Review

Waterloo Capital reduced its Regions Financial (RF) stake by 60% in Q1 2026, selling an estimated $2.29M and leaving 53,835 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #178.

Waterloo Capital first reported a position in RF in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.68M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Waterloo Capital held 53,835 shares of Regions Financial worth $1.41M as of Q1 2026.
  • Waterloo Capital sold 82,074 Regions Financial shares in Q1 2026, an estimated $2.29M.
  • Regions Financial made up 0.1% of Waterloo Capital's portfolio in Q1 2026, its #178 holding.
  • Waterloo Capital first reported a position in Regions Financial in Q2 2025 and has held it in 4 quarters since.
  • Waterloo Capital's Regions Financial position peaked at $3.68M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.