Y-Intercept (HK)’s Regions Financial RF Stock Holding History

Y-Intercept (HK)’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 Q3	$12M	Buy	+445,672	New	+$13.5M	0.26%	58
2026 Q2	–	Sell	-519,803	Closed	-$13.6M	–	2088
2026 Q1	$13.6M	Buy	519,803 +276,913	+114%	+$7.73M	0.26%	63
2025 Q4	$6.58M	Buy	242,890 +225,967	+1,335%	+$5.77M	0.15%	145
2025 Q3	$446K	Buy	+16,923	New	+$440K	0.01%	1288
2025 Q2	–	Sell	-15,350	Closed	-$334K	–	1955
2025 Q1	$334K	Sell	15,350 -44,219	-74%	-$1.03M	0.02%	869
2024 Q4	$1.4M	Buy	+59,569	New	+$1.47M	0.09%	304
2024 Q3	–	Sell	-14,313	Closed	-$287K	–	1726
2024 Q2	$287K	Buy	+14,313	New	+$278K	0.02%	1044
2023 Q4	–	Sell	-92,849	Closed	-$1.6M	–	1586
2023 Q3	$1.6M	Buy	+92,849	New	+$1.76M	0.16%	187
2022 Q4	–	Sell	-70,082	Closed	-$1.41M	–	1291
2022 Q3	$1.41M	Buy	70,082 +51,974	+287%	+$1.1M	0.14%	219
2022 Q2	$340K	Buy	+18,108	New	+$374K	0.04%	545
2022 Q1	–	Sell	-15,524	Closed	-$338K	–	911
2021 Q4	$338K	Buy	+15,524	New	+$355K	0.08%	362

Other funds holding RF

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Y-Intercept (HK)'s RF Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Regions Financial (RF) in Q3 2026: 445,672 shares worth $12M. The stake represents 0.26% of the portfolio and ranks #58 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in RF as recently as Q1 2026.

Y-Intercept (HK) first reported a position in RF in Q4 2021 and has held it in 11 quarters since. The position peaked at $13.6M in Q1 2026. 206 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Y-Intercept (HK) held 445,672 shares of Regions Financial worth $12M as of Q3 2026.
Regions Financial was a new Y-Intercept (HK) position in Q3 2026.
Regions Financial made up 0.26% of Y-Intercept (HK)'s portfolio in Q3 2026, its #58 holding.
Y-Intercept (HK) first reported a position in Regions Financial in Q4 2021 and has held it in 11 quarters since.
Y-Intercept (HK)'s Regions Financial position peaked at $13.6M in Q1 2026.
206 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.