WC
RF icon

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
Q2 		$1.48M Sell
49,060
-4,775
-9% -$134K 0.08% 199
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 $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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waterloo Capital's RF Position: Q2 2026 in Review

Waterloo Capital reduced its Regions Financial (RF) stake by 8.9% in Q2 2026, selling an estimated $134K and leaving 49,060 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #199.

Waterloo Capital first reported a position in RF in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.68M in Q4 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Waterloo Capital held 49,060 shares of Regions Financial worth $1.48M as of Q2 2026.
  • Waterloo Capital sold 4,775 Regions Financial shares in Q2 2026, an estimated $134K.
  • Regions Financial made up 0.08% of Waterloo Capital's portfolio in Q2 2026, its #199 holding.
  • Waterloo Capital first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • Waterloo Capital's Regions Financial position peaked at $3.68M in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.