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Wellington-Altus USA’s Regions Financial RF Stock Holding History

Wellington-Altus USA’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 		$20K Hold
764
– – 0.01% 497
2026
Q1 		$23.1K Buy
764
+8
+1% +$223 0.01% 496
2025
Q4 		$20.5K Buy
+756
New +$19.3K 0.02% 480

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 $3.37T AUM 44.26% 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

Wellington-Altus USA's RF Position: Q2 2026 in Review

Wellington-Altus USA held its Regions Financial (RF) position steady in Q2 2026 at 764 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #497.

Wellington-Altus USA first reported a position in RF in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.1K in Q1 2026. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Wellington-Altus USA held 764 shares of Regions Financial worth $20K as of Q2 2026.
  • Wellington-Altus USA left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #497 holding.
  • Wellington-Altus USA first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Regions Financial position peaked at $23.1K in Q1 2026.
  • 1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.