Who holds RFticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

REGIONS FINANCIAL CORP NEW · COM · quarter ended 2026-03-31 · 8 members disclosed RF ↗

847

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$16.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

400

addsholders whose share count rose or who opened the position (new + add), by shares

108

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of RF ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.1B	82,218,346	−208,673	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.5B	56,164,800	—	no prior
3	STATE STREET CORP	$1.3B	47,713,498	−1,118,230	trim
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	40,117,408	—	no prior
5	WELLINGTON MANAGEMENT GROUP LLP	$944M	36,136,723	+814,964	add
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$668M	25,571,718	−6,265,621	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$627M	24,084,795	+336,395	add
8	MORGAN STANLEY	$499M	19,114,744	+758,344	add
9	Invesco Ltd.	$467M	17,865,010	−1,483,227	trim
10	VICTORY CAPITAL MANAGEMENT INC	$399M	15,264,042	−7,572,121	trim
11	FIRST TRUST ADVISORS LP	$349M	13,358,969	+5,754,487	add
12	DIMENSIONAL FUND ADVISORS LP	$257M	9,827,358	+140,398	add
13	NORTHERN TRUST CORP	$221M	8,450,583	−108,698	trim
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$212M	8,119,722	+388,430	add
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$186M	7,121,866	−212,881	trim
16	BARCLAYS PLC	$181M	6,916,422	+738,002	add
17	Bank of New York Mellon Corp	$173M	6,611,874	+151,564	add
18	THORNBURG INVESTMENT MANAGEMENT INC	$170M	6,515,272	+284,671	add
19	Allspring Global Investments Holdings, LLC	$165M	6,273,370	−2,753,770	trim
20	Legal & General Group Plc	$150M	5,748,017	−16,881	trim
21	ROYAL BANK OF CANADA	$143M	5,466,493	−1,158,693	trim
22	UBS Group AG	$138M	5,276,732	−2,041,586	trim
23	VANGUARD FIDUCIARY TRUST CO	$127M	4,879,823	—	no prior
24	DEUTSCHE BANK AG\	$121M	4,648,909	−551,718	trim
25	Amundi	$116M	4,440,760	−344,083	trim
26	AMERICAN CENTURY COMPANIES INC	$116M	4,434,095	−1,359,675	trim
27	Squarepoint Ops LLC	$107M	4,102,925	+479,133	add
28	AMERIPRISE FINANCIAL INC	$107M	4,082,062	−39,670	trim
29	Qube Research & Technologies Ltd	$92.7M	3,548,817	+1,010,995	add
30	BANK OF AMERICA CORP /DE/	$90.7M	3,472,248	−37,751	trim
31	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$89.8M	3,436,297	−25,695	trim
32	FMR LLC	$87.0M	3,330,478	+8,865	add
33	SCHRODER INVESTMENT MANAGEMENT GROUP	$82.2M	3,256,248	−472,038	trim
34	AQR CAPITAL MANAGEMENT LLC	$79.2M	3,070,694	−381,751	trim
35	TWO SIGMA INVESTMENTS, LP	$78.9M	3,020,981	+488,473	add
36	Korea Investment CORP	$74.8M	2,864,739	+91,700	add
37	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$71.1M	2,722,006	+2,722,006	new
38	BANK OF MONTREAL /CAN/	$71.0M	2,718,157	+113,873	add
39	WELLS FARGO & COMPANY/MN	$70.7M	2,705,972	−2,290,631	trim
40	MILLENNIUM MANAGEMENT LLC	$69.2M	2,649,839	−176,520	trim
41	Sumitomo Mitsui Trust Group, Inc.	$62.4M	2,388,762	−112,032	trim
42	Swiss Life Asset Management Ltd	$61.1M	2,339,770	+83,882	add
43	RENAISSANCE TECHNOLOGIES LLC	$56.0M	2,144,021	+597,600	add
44	Nuveen, LLC	$55.6M	2,128,786	−8,567	trim
45	Epoch Investment Partners, Inc.	$55.5M	2,124,296	−123,177	trim
46	HSBC HOLDINGS PLC	$51.0M	1,952,500	−2,091,106	trim
47	Mitsubishi UFJ Asset Management Co., Ltd.	$50.9M	1,950,224	+90,758	add
48	SEI INVESTMENTS CO	$50.6M	1,936,074	−43,305	trim
49	National Pension Service	$50.2M	1,921,734	+1,921,734	new
50	Vanguard Global Advisers, LLC	$50.1M	1,917,723	—	no prior
51	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$49.3M	1,888,987	−181,998	trim
52	VANGUARD ASSET MANAGEMENT, Ltd	$48.4M	1,852,634	—	no prior
53	PZENA INVESTMENT MANAGEMENT LLC	$48.1M	1,839,825	0	no change
54	REGIONS FINANCIAL CORP	$42.5M	1,626,082	−180,315	trim
55	Eurizon Capital SGR S.p.A.	$38.6M	1,478,313	+35,041	add
56	FIRST FINANCIAL BANKSHARES INC	$36.9M	1,414,249	+571,227	add
57	WORLDQUANT MILLENNIUM ADVISORS LLC	$36.6M	1,402,473	+184,522	add
58	Point72 Asset Management, L.P.	$34.5M	1,319,866	+1,319,866	new
59	RAYMOND JAMES FINANCIAL INC	$34.2M	1,310,385	−9,871	trim
60	WEDGE CAPITAL MANAGEMENT L L P/NC	$33.0M	1,263,493	−68,221	trim
61	Prana Capital Management, LP	$32.7M	1,252,885	+910,874	add
62	Vest Financial, LLC	$32.7M	1,251,702	+686,199	add
63	LPL Financial LLC	$32.6M	1,247,350	+25,085	add
64	CITIGROUP INC	$31.1M	1,192,101	+183,655	add
65	ALLIANCEBERNSTEIN L.P.	$28.3M	1,044,663	+128,617	add
66	AE Wealth Management LLC	$27.5M	1,051,239	+207,145	add
67	Quantinno Capital Management LP	$26.8M	1,026,743	+133,083	add
68	PRINCIPAL FINANCIAL GROUP INC	$26.4M	1,009,607	−4,532	trim
69	Arbejdsmarkedets Tillaegspension	$25.8M	988,167	+108,479	add
70	Trexquant Investment LP	$24.9M	953,927	−159,117	trim
71	NORDEA INVESTMENT MANAGEMENT AB	$22.7M	887,001	+197,075	add
72	M&T BANK CORP	$22.6M	866,968	−57,666	trim
73	STIFEL FINANCIAL CORP	$22.6M	866,599	+87,074	add
74	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$22.3M	853,590	−128,269	trim
75	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$22.1M	844,688	0	no change
76	GRIMES & Co WEALTH MANAGEMENT, LLC	$21.9M	836,607	−9,743	trim
77	Aberdeen Group plc	$21.1M	808,690	+2,329	add
78	AVIVA PLC	$20.7M	794,076	+17,710	add
79	Mirae Asset Global Investments Co., Ltd.	$20.7M	790,972	−158,387	trim
80	Sanctuary Advisors, LLC	$20.2M	775,230	+99,934	add
81	Swedbank AB	$20.2M	771,580	+6,151	add
82	FRANKLIN RESOURCES INC	$19.4M	744,345	+403,627	add
83	FIRST CITIZENS BANK & TRUST CO	$18.5M	708,997	+1,198	add
84	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.4M	707,230	+26,491	add
85	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$17.4M	664,500	+664,500	new
86	STATE OF WISCONSIN INVESTMENT BOARD	$17.3M	663,210	+39,804	add
87	UMB Bank, n.a.	$17.3M	661,901	+11,684	add
88	Envestnet Portfolio Solutions, Inc.	$17.1M	653,320	−23,543	trim
89	Assenagon Asset Management S.A.	$16.8M	644,404	+220,636	add
90	GLENMEDE TRUST CO NA	$16.8M	643,552	−24,472	trim
91	TUDOR INVESTMENT CORP ET AL	$16.8M	641,737	+481,754	add
92	Midwest Trust Co	$16.0M	610,658	+1,339	add
93	BNP Paribas Asset Management Holding S.A.	$14.5M	554,398	−795,560	trim
94	TD ASSET MANAGEMENT INC	$14.4M	551,988	−8,225	trim
95	Cerity Partners LLC	$14.4M	549,824	−8,636	trim
96	Union Bancaire Privee, UBP SA	$14.1M	574,693	−32,383	trim
97	NEW YORK STATE COMMON RETIREMENT FUND	$14.0M	536,464	−15,500	trim
98	Man Group plc	$13.7M	525,982	−1,193,114	trim
99	Pictet Asset Management Holding SA	$13.6M	520,035	−90,374	trim
100	Y-Intercept (Hong Kong) Ltd	$13.6M	519,803	+276,913	add
101	NATIONAL BANK OF CANADA /FI/	$13.5M	518,302	+138,482	add
102	Creative Planning	$13.3M	510,215	+191,101	add
103	BENJAMIN EDWARDS INC	$13.2M	507,154	+62,825	add
104	DANSKE BANK A/S	$12.9M	493,669	−32,935	trim
105	Crossmark Global Holdings, Inc.	$12.9M	493,014	—	no prior
106	GUGGENHEIM CAPITAL LLC	$12.8M	491,122	+81,779	add
107	PRUDENTIAL FINANCIAL INC	$12.5M	477,926	−862,684	trim
108	Chevy Chase Trust Holdings, LLC	$12.4M	473,533	−20,393	trim
109	D. E. Shaw & Co., Inc.	$12.2M	467,033	+212,884	add
110	Cetera Investment Advisers	$12.1M	462,596	−19,830	trim
111	AustralianSuper Pty Ltd	$11.8M	451,823	+17,087	add
112	Venture Visionary Partners LLC	$11.8M	449,917	+9,123	add
113	Wealthfront Advisers LLC	$11.7M	447,305	+5,819	add
114	Stieven Capital Advisors, L.P.	$11.5M	441,682	−1,500	trim
115	Schonfeld Strategic Advisors LLC	$11.5M	440,090	+440,090	new
116	Vanguard Investments Australia, Ltd.	$11.4M	436,628	—	no prior
117	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$11.3M	433,240	+96,337	add
118	CANADA PENSION PLAN INVESTMENT BOARD	$10.6M	407,218	−2,598	trim
119	ENVESTNET ASSET MANAGEMENT INC	$10.4M	399,053	−96,105	trim
120	TORONTO DOMINION BANK	$10.3M	393,990	+5,856	add
121	ROYAL LONDON ASSET MANAGEMENT LTD	$10.3M	393,500	−8,289	trim
122	Rafferty Asset Management, LLC	$10.1M	385,459	−184,543	trim
123	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$10.0M	381,025	−1,026,166	trim
124	APG Asset Management N.V.	$9.9M	435,320	−17,889	trim
125	Foster Victor Wealth Advisors, LLC	$9.8M	354,611	+14,261	add
126	XTX Topco Ltd	$9.8M	376,340	+259,600	add
127	Mitsubishi UFJ Trust & Banking Corp	$9.6M	367,084	−12,416	trim
128	Asset Management One Co., Ltd.	$9.6M	365,975	−19,984	trim
129	NISA INVESTMENT ADVISORS, LLC	$9.5M	360,956	−27,892	trim
130	FIFTH THIRD BANCORP	$8.8M	337,942	+279,055	add
131	Tredje AP-fonden	$8.8M	336,320	+230,998	add
132	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$8.7M	334,544	−5,145	trim
133	BANK OF NOVA SCOTIA	$8.6M	329,351	−462,504	trim
134	KLP KAPITALFORVALTNING AS	$8.6M	325,726	0	no change
135	Pinnacle Financial Partners, Inc.	$8.2M	314,936	−12,879	trim
136	NOMURA ASSET MANAGEMENT CO LTD	$8.1M	311,437	−1,251	trim
137	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.9M	303,433	+159,000	add
138	BLAIR WILLIAM & CO/IL	$7.9M	300,749	−1,949	trim
139	NewEdge Advisors, LLC	$7.7M	294,833	+294,833	new
140	Huber Capital Management LLC	$7.5M	286,545	−20,000	trim
141	Weiss Asset Management LP	$7.5M	285,920	+285,920	new
142	CITADEL ADVISORS LLC	$7.3M	280,157	+28,435	add
143	NATIXIS	$7.3M	278,302	+278,302	new
144	Resona Asset Management Co.,Ltd.	$7.2M	277,317	−6,187	trim
145	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$7.1M	273,644	−13,247	trim
146	Grantham, Mayo, Van Otterloo & Co. LLC	$7.1M	270,864	+43,593	add
147	MERCER GLOBAL ADVISORS INC /ADV	$7.0M	268,158	−38,521	trim
148	B. Metzler seel. Sohn & Co. AG	$6.9M	265,747	+14,938	add
149	LEAVELL INVESTMENT MANAGEMENT, INC.	$6.7M	255,763	+6,760	add
150	Zurcher Kantonalbank (Zurich Cantonalbank)	$6.7M	257,491	+257,491	new
151	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.6M	255,304	−19,542	trim
152	PUBLIC SECTOR PENSION INVESTMENT BOARD	$6.4M	246,926	+23,622	add
153	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.4M	245,239	−2,800	trim
154	Illinois Municipal Retirement Fund	$6.3M	241,882	+13,364	add
155	CIBC Bancorp USA Inc.	$6.2M	239,239	—	no prior
156	Pathstone Holdings, LLC	$6.2M	239,007	+4	add
157	Arizona State Retirement System	$6.2M	238,267	−6,491	trim
158	Czech National Bank	$6.2M	236,396	+5,177	add
159	Greystone Financial Group, LLC	$6.1M	233,775	−150,992	trim
160	Quantbot Technologies LP	$6.0M	231,219	+231,219	new
161	Ensign Peak Advisors, Inc	$6.0M	230,937	+82,649	add
162	Silver Lake Advisory, LLC	$6.0M	230,357	−1,420	trim
163	PRUDENTIAL PLC	$6.0M	230,019	+2,542	add
164	CIBC Asset Management Inc	$5.9M	226,439	+300	add
165	State of New Jersey Common Pension Fund D	$5.9M	224,138	+12,453	add
166	HighTower Advisors, LLC	$5.7M	219,855	+3,154	add
167	Harvest Portfolios Group Inc.	$5.7M	218,166	−19,360	trim
168	ASR Vermogensbeheer N.V.	$5.6M	215,966	+3,706	add
169	Vident Advisory, LLC	$5.5M	209,731	+104,017	add
170	Monte Financial Group, LLC	$5.5M	208,857	−1,636	trim
171	Vanguard Personalized Indexing Management, LLC	$5.4M	207,171	+21,373	add
172	MetLife Investment Management, LLC	$5.3M	202,805	−7,522	trim
173	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.3M	202,194	−1,772	trim
174	TRUIST FINANCIAL CORP	$5.1M	196,722	−5,400	trim
175	COMMONWEALTH EQUITY SERVICES, LLC	$5.1M	193,879	−20,304	trim
176	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.0M	209,520	−84,541	trim
177	LAZARD ASSET MANAGEMENT LLC	$5.0M	191,370	−89,954	trim
178	DnB Asset Management AS	$4.9M	189,149	+18,888	add
179	IFM Investors Pty Ltd	$4.9M	187,988	+1,806	add
180	Retirement Systems of Alabama	$4.8M	184,325	−2,216	trim
181	Tidal Investments LLC	$4.8M	183,961	−113,024	trim
182	Bridgewater Associates, LP	$4.8M	183,357	−633,343	trim
183	SEB Asset Management AB	$4.7M	181,801	—	no prior
184	OCCUDO QUANTITATIVE STRATEGIES LP	$4.7M	164,253	+69,654	add
185	EVENTIDE ASSET MANAGEMENT, LLC	$4.6M	182,634	−22,522	trim
186	ProShare Advisors LLC	$4.6M	176,116	−66,576	trim
187	CONTINENTAL ADVISORS LLC	$4.6M	175,000	−2,000	trim
188	XPONANCE LLC	$4.6M	174,275	−17,718	trim
189	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.5M	171,587	+2,004	add
190	VOYA INVESTMENT MANAGEMENT LLC	$4.5M	171,262	−2,874	trim
191	Woodline Partners LP	$4.4M	170,361	+20,466	add
192	ODDO BHF ASSET MANAGEMENT SAS	$4.4M	169,650	+6,427	add
193	Stonebridge Financial Group, LLC	$4.4M	167,829	+4,565	add
194	Atria Investments, Inc	$4.3M	166,393	+34,639	add
195	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.3M	163,079	−4,370	trim
196	MACKENZIE FINANCIAL CORP	$4.2M	161,080	+7,681	add
197	Andra AP-fonden	$4.2M	160,314	−64,023	trim
198	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.1M	158,484	+3,781	add
199	Brevan Howard Capital Management LP	$4.1M	157,932	+35,831	add
200	GHP Investment Advisors, Inc.	$4.1M	156,483	−1,086	trim
201	LEVEL FOUR ADVISORY SERVICES, LLC	$4.1M	155,640	+116,132	add
202	Daiwa Securities Group Inc.	$4.0M	154,232	+5,775	add
203	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$3.9M	150,655	+150,655	new
204	Utah Retirement Systems	$3.7M	141,020	−7,547	trim
205	JAMES INVESTMENT RESEARCH, INC.	$3.7M	140,275	−6,022	trim
206	Concurrent Investment Advisors, LLC	$3.6M	136,633	−2,395	trim
207	Beacon Capital Management, LLC	$3.6M	136,308	−3,882	trim
208	OMERS ADMINISTRATION Corp	$3.5M	135,151	+18,562	add
209	MACQUARIE GROUP LTD	$3.4M	132,029	−8,312	trim
210	Corient Private Wealth LLC	$3.4M	131,818	−162,453	trim
211	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.4M	129,793	+1,653	add
212	QRG CAPITAL MANAGEMENT, INC.	$3.3M	127,424	+24,957	add
213	NEOS Investment Management LLC	$3.3M	125,967	−21,392	trim
214	Rakuten Investment Management, Inc.	$3.3M	129,263	+13,256	add
215	WINTON GROUP Ltd	$3.2M	124,188	−83,790	trim
216	Kingsview Wealth Management, LLC	$3.2M	122,896	+102,958	add
217	STOREBRAND ASSET MANAGEMENT AS	$3.2M	121,951	—	no prior
218	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.2M	120,879	−37,199	trim
219	STANCE CAPITAL LLC	$3.1M	120,231	+112,229	add
220	Steward Partners Investment Advisory, LLC	$3.1M	120,150	+22,158	add
221	Siemens Fonds Invest GmbH	$3.1M	119,103	0	no change
222	COLDSTREAM CAPITAL MANAGEMENT INC	$3.1M	118,687	−13,214	trim
223	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$3.1M	118,308	−11,310	trim
224	Csenge Advisory Group	$3.1M	117,631	+19,463	add
225	HB Wealth Management, LLC	$3.0M	114,852	+4,988	add
226	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.0M	114,510	−194	trim
227	Dana Investment Advisors, Inc.	$2.9M	109,678	−1,140	trim
228	Inspire Advisors, LLC	$2.9M	109,237	−11,512	trim
229	Ethic Inc.	$2.8M	107,202	−3,272	trim
230	USS Investment Management Ltd	$2.8M	106,659	+5,441	add
231	Janus Henderson Group Ltd.	$2.8M	105,452	−5,239	trim
232	Perigon Wealth Management, LLC	$2.8M	105,449	+1,177	add
233	Smith Thornton Advisors LLC	$2.7M	104,899	0	no change
234	OP Asset Management Ltd	$2.7M	102,904	—	no prior
235	ABC ARBITRAGE SA	$2.6M	99,619	+99,619	new
236	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.6M	99,420	−900	trim
237	OSAIC HOLDINGS, INC.	$2.6M	97,832	−33,048	trim
238	INTECH INVESTMENT MANAGEMENT LLC	$2.5M	94,199	+94,199	new
239	YOUSIF CAPITAL MANAGEMENT, LLC	$2.5M	94,037	−3,703	trim
240	MML INVESTORS SERVICES, LLC	$2.5M	94,015	−5,310	trim
241	Savant Capital, LLC	$2.4M	93,322	+14,163	add
242	US BANCORP \DE\	$2.4M	93,006	−7,117	trim
243	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.4M	92,329	−1,832	trim
244	Financiere des Professionnels - Fonds d'investissement inc.	$2.4M	90,894	0	no change
245	COMMERCE BANK	$2.4M	90,762	+2,222	add
246	Kintegral Advisory, LLC	$2.4M	89,545	−3,970	trim
247	Oak Thistle LLC	$2.3M	89,482	−19,180	trim
248	PATTEN & PATTEN INC/TN	$2.3M	88,240	+57	add
249	TMB Capital Partners, LLC	$2.3M	86,221	−1,384	trim
250	GATEWAY INVESTMENT ADVISERS LLC	$2.2M	85,777	+59,104	add
251	Avanza Fonder AB	$2.2M	85,193	0	no change
252	Ascent Group, LLC	$2.2M	85,101	+4,629	add
253	Candriam S.C.A.	$2.2M	84,574	+4,400	add
254	Summit Financial, LLC	$2.2M	82,240	+5,635	add
255	BROWN ADVISORY INC	$2.1M	82,030	−1,902	trim
256	CREDIT AGRICOLE S A	$2.1M	80,405	+3,254	add
257	Kestra Advisory Services, LLC	$2.1M	79,403	+10,516	add
258	Linden Thomas Advisory Services, LLC	$2.1M	79,140	+2,072	add
259	Focus Partners Wealth	$2.0M	77,923	−30,328	trim
260	AMG National Trust Bank	$2.0M	77,486	+303	add
261	Aull & Monroe Investment Management Corp	$2.0M	77,485	+968	add
262	Lakewood Asset Management LLC	$2.0M	76,901	−23,756	trim
263	Robeco Institutional Asset Management B.V.	$2.0M	76,401	−14,473	trim
264	Wealthcare Advisory Partners LLC	$2.0M	75,128	−2,178	trim
265	D.A. DAVIDSON & CO.	$2.0M	74,938	+18,751	add
266	Summit Trail Advisors, LLC	$2.0M	74,689	+22,412	add
267	CWM, LLC	$1.9M	73,819	+11,642	add
268	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.9M	72,591	+72,591	new
269	HUNTINGTON NATIONAL BANK	$1.9M	72,545	+72,545	new
270	EVERGREEN CAPITAL MANAGEMENT LLC	$1.9M	71,710	+196	add
271	Southern Financial Group, LLC	$1.9M	71,632	—	no prior
272	STEPHENS INC /AR/	$1.8M	69,029	−1,306	trim
273	Rockefeller Capital Management L.P.	$1.8M	68,958	−1,843	trim
274	Baird Financial Group, Inc.	$1.8M	68,675	+68,675	new
275	Virtus Investment Advisers, LLC	$1.8M	68,093	−10,498	trim
276	Aptus Capital Advisors, LLC	$1.8M	67,550	−351	trim
277	Empowered Funds, LLC	$1.7M	66,570	+41,024	add
278	SALZHAUER MICHAEL	$1.7M	66,450	0	no change
279	EQUITABLE TRUST CO	$1.7M	64,875	+3,916	add
280	Jain Global LLC	$1.7M	64,426	+64,426	new
281	INTACT INVESTMENT MANAGEMENT INC.	$1.7M	63,600	−59,100	trim
282	Donoghue Forlines LLC	$1.7M	63,543	+63,543	new
283	MAGNOLIA CAPITAL ADVISORS LLC	$1.6M	62,985	+25,756	add
284	Investment Management Corp of Ontario	$1.6M	62,772	+2,500	add
285	Waverly Advisors, LLC	$1.6M	62,375	+1,888	add
286	SeaBridge Investment Advisors LLC	$1.6M	62,341	−28	trim
287	Johnson Financial Group, Inc.	$1.6M	61,709	+743	add
288	&PARTNERS	$1.6M	60,999	−1,466	trim
289	Federation des caisses Desjardins du Quebec	$1.6M	61,786	+20,023	add
290	MITCHELL MCLEOD PUGH & WILLIAMS INC	$1.6M	61,542	+1,000	add
291	Sequoia Financial Advisors, LLC	$1.6M	61,241	+13,229	add
292	Mediolanum International Funds Ltd	$1.6M	63,225	−39,040	trim
293	Connor, Clark & Lunn Investment Management Ltd.	$1.6M	60,877	−18,500	trim
294	Gateway Wealth Partners, LLC	$1.6M	60,414	+31,188	add
295	Confluence Wealth Services, Inc.	$1.5M	59,335	+93	add
296	Patten Group, Inc.	$1.5M	59,304	+108	add
297	Laird Norton Wetherby Trust Company, LLC	$1.5M	58,661	−770	trim
298	Fifth Third Wealth Advisors LLC	$1.5M	59,248	+49,211	add
299	HHM Wealth Advisors, LLC	$1.5M	59,226	−5,000	trim
300	MAI Capital Management	$1.5M	57,508	+11,849	add
301	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.5M	56,900	0	no change
302	Cannell & Spears LLC	$1.5M	56,799	+138	add
303	BARNES PETTEY FINANCIAL ADVISORS, LLC	$1.5M	56,794	−553	trim
304	Generali Asset Management SPA SGR	$1.5M	56,199	+2,330	add
305	Integrated Quantitative Investments LLC	$1.5M	55,603	+55,603	new
306	Board of the Pension Protection Fund	$1.4M	55,400	−4,700	trim
307	Inspire Investing, LLC	$1.4M	54,925	+42,470	add
308	Castle Rock Wealth Management, LLC	$1.4M	54,147	+640	add
309	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.4M	54,537	+19,873	add
310	Waterloo Capital, L.P.	$1.4M	53,835	−82,074	trim
311	Orion Porfolio Solutions, LLC	$1.4M	53,540	−6,308	trim
312	Merit Financial Group, LLC	$1.4M	52,936	+4,828	add
313	Abundance Wealth Counselors	$1.4M	52,649	−1,126	trim
314	MIZUHO SECURITIES USA LLC	$1.4M	52,474	−11,374	trim
315	TOUNJIAN ADVISORY PARTNERS, LLC	$1.4M	51,770	+3,064	add
316	AGF MANAGEMENT LTD	$1.3M	51,176	−12,129	trim
317	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$1.3M	50,739	+1,233	add
318	ROCKLAND TRUST CO	$1.3M	50,624	−828	trim
319	HARTFORD INVESTMENT MANAGEMENT CO	$1.3M	50,146	−595	trim
320	Norinchukin Bank, The	$1.3M	49,901	−238	trim
321	FCG Investment Co	$1.3M	49,585	—	no prior
322	GROUPAMA ASSET MANAGMENT	$1.2M	47,814	−2,921	trim
323	Osmosis Investment Management UK Ltd	$1.2M	46,638	−12,085	trim
324	EP Wealth Advisors, LLC	$1.2M	45,042	−8,045	trim
325	Maryland State Retirement & Pension System	$1.2M	44,803	0	no change
326	Red Door Wealth Management, LLC	$1.2M	44,274	+14,193	add
327	Drucker Wealth 3.0, LLC	$1.1M	43,049	+2,477	add
328	GatePass Capital, LLC	$1.1M	42,312	+12	add
329	MIRABELLA FINANCIAL SERVICES LLP	$1.1M	41,863	+41,863	new
330	ABN AMRO INVESTMENT SOLUTIONS	$1.1M	41,085	+1,081	add
331	ASSETMARK, INC	$1.1M	40,633	+4,698	add
332	WADDELL & ASSOCIATES, LLC	$1.1M	40,591	+1,109	add
333	WATERS PARKERSON & CO., LLC	$1.1M	40,425	+26,204	add
334	Bank Julius Baer & Co. Ltd, Zurich	$1.1M	41,559	−10,794	trim
335	ENTERPRISE FINANCIAL SERVICES CORP	$1.0M	40,124	−172	trim
336	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$1.0M	40,000	−1,000	trim
337	CAXTON ASSOCIATES LLP	$1.0M	39,888	0	no change
338	Perbak Capital Partners LLP	$1.0M	39,865	+39,865	new
339	J.W. COLE ADVISORS, INC.	$1.0M	39,552	+324	add
340	Patriot Financial Group Insurance Agency, LLC	$1.0M	39,398	+39,398	new
341	GROUP ONE TRADING LLC	$1.0M	38,929	+38,929	new
342	J. Safra Sarasin Holding AG	$1.0M	38,885	−6,726	trim
343	Marble Wealth, LLC	$1.0M	38,807	+1,005	add
344	AG2R LA MONDIALE GESTION D'ACTIFS	$1.0M	38,767	+513	add
345	BAHL & GAYNOR INC	$1.0M	38,666	0	no change
346	MASTER'S WEALTH MANAGEMENT INC.	$1.0M	38,631	+372	add
347	Diversified Trust Co	$1.0M	38,441	+349	add
348	Ameritas Advisory Services, LLC	$997K	38,166	−4,253	trim
349	RFG Advisory, LLC	$995K	38,106	−9,641	trim
350	Frank, Rimerman Advisors LLC	$990K	37,898	+153	add
351	Kepler Cheuvreux (Suisse) SA	$979K	37,482	+37,482	new
352	HIGHLAND CAPITAL MANAGEMENT, LLC	$969K	37,100	−900	trim
353	CIBC WORLD MARKET INC.	$967K	37,040	−79,968	trim
354	TWIN CAPITAL MANAGEMENT INC	$965K	36,957	−614	trim
355	TrueWealth Advisors, LLC	$962K	36,824	−5,076	trim
356	Aprio Wealth Management, LLC	$956K	36,583	−19,485	trim
357	Prosperity Consulting Group, LLC	$951K	36,426	+727	add
358	Bleakley Financial Group, LLC	$942K	36,047	−5,075	trim
359	MUFG Securities EMEA plc	$929K	35,585	−363	trim
360	WMG Financial Advisors, LLC	$925K	35,418	−13,425	trim
361	BALYASNY ASSET MANAGEMENT L.P.	$919K	35,173	−24,550	trim
362	Elevated Capital Advisors, LLC	$915K	35,044	+32,830	add
363	OXFORD ASSET MANAGEMENT LLP	$893K	34,199	+34,199	new
364	Mariner, LLC	$892K	34,222	−107,383	trim
365	Allianz Asset Management GmbH	$888K	34,012	+2,514	add
366	World Investment Advisors	$887K	33,966	+16,111	add
367	CHOREO, LLC	$887K	33,552	−2,475	trim
368	MGO ONE SEVEN LLC	$877K	33,592	+1,248	add
369	Prospera Financial Services Inc	$873K	33,430	−446	trim
370	Lombard Odier Asset Management (Switzerland) SA	$872K	33,400	+33,400	new
371	Forvis Mazars Wealth Advisors, LLC	$872K	33,395	−1	trim
372	SAGESPRING WEALTH PARTNERS, LLC	$872K	33,388	+7,358	add
373	Vise Technologies, Inc.	$869K	32,081	0	no change
374	Jefferies Financial Group Inc.	$868K	33,223	−109,370	trim
375	Investment Research Partners LLC	$867K	33,203	+1,380	add
376	Invst, LLC	$856K	32,763	+32,763	new
377	OSSIAM	$854K	32,692	−171,314	trim
378	Saudi Central Bank	$845K	32,367	+32,367	new
379	Empirical Finance, LLC	$841K	32,185	−97	trim
380	Compound Planning, Inc.	$840K	32,156	+675	add
381	Numerai GP LLC	$839K	32,136	+32,136	new
382	Advisors Asset Management, Inc.	$838K	32,101	+7,848	add
383	Archer Investment Corp	$836K	31,998	0	no change
384	Meeder Advisory Services, Inc.	$831K	31,808	−7,736	trim
385	FIL Ltd	$825K	31,571	−44,194	trim
386	Beacon Pointe Advisors, LLC	$819K	31,342	−18,553	trim
387	Sunburst Financial Group, LLC	$819K	31,342	−50	trim
388	Capital Investment Advisors, LLC	$815K	31,216	+2,461	add
389	BARR E S & CO	$810K	31,000	0	no change
390	KEYBANK NATIONAL ASSOCIATION/OH	$808K	30,937	+11,238	add
391	Centennial Wealth Advisory LLC	$800K	30,640	+4,827	add
392	MONETA GROUP INVESTMENT ADVISORS LLC	$798K	30,534	+1,378	add
393	Systematic Alpha Investments, LLC	$774K	29,615	0	no change
394	Apollon Wealth Management, LLC	$766K	29,312	+5,192	add
395	Sterling Capital Management LLC	$763K	29,219	−23,213	trim
396	Parallax Volatility Advisers, L.P.	$759K	26,772	−76,945	trim
397	Western Wealth Management, LLC	$758K	29,014	+29,014	new
398	JANE STREET GROUP, LLC	$758K	29,012	−265,093	trim
399	AXQ CAPITAL, LP	$757K	28,965	+28,965	new
400	TOKIO MARINE ASSET MANAGEMENT CO LTD	$756K	28,942	0	no change
401	FIDELIS CAPITAL PARTNERS, LLC	$750K	28,715	−22,712	trim
402	LBMC INVESTMENT ADVISORS, LLC	$733K	28,075	+185	add
403	Advisory Alpha, LLC	$728K	27,865	+3,200	add
404	Gotham Asset Management, LLC	$727K	27,851	+7,346	add
405	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$725K	27,775	−243	trim
406	Private Advisor Group, LLC	$725K	27,741	+1,423	add
407	XML Financial, LLC	$723K	27,675	0	no change
408	Callan Family Office, LLC	$721K	27,599	−2,796	trim
409	Dai-ichi Life Insurance Company, Ltd	$715K	27,382	0	no change
410	QUADRANT CAPITAL GROUP LLC	$712K	27,272	+2,185	add
411	Plancorp, LLC	$704K	25,614	+15	add
412	denkapparat Operations GmbH	$702K	26,866	−9,624	trim
413	Qtron Investments LLC	$690K	26,400	+2,199	add
414	Graham Capital Management, L.P.	$689K	26,388	+5,089	add
415	HANCOCK WHITNEY CORP	$686K	24,117	+24,117	new
416	Resonant Capital Advisors, LLC	$684K	25,952	+801	add
417	MUFG SECURITIES AMERICAS INC.	$682K	26,102	+435	add
418	LJI Wealth Management, LLC	$678K	25,940	0	no change
419	Hennion & Walsh Asset Management, Inc.	$677K	25,933	+2,623	add
420	Verdence Capital Advisors LLC	$676K	25,884	−3,269	trim
421	Hardy Reed LLC	$676K	25,883	0	no change
422	Meiji Yasuda Asset Management Co Ltd.	$673K	25,768	+7,880	add
423	North Dakota State Investment Board	$668K	25,561	−5,254	trim
424	GTS SECURITIES LLC	$663K	25,391	+15,593	add
425	Twin Lakes Capital Management, LLC	$661K	25,291	−2,771	trim
426	Vectors Research Management, LLC	$654K	25,039	+39	add
427	COURIER CAPITAL LLC	$653K	25,000	0	no change
428	Procyon Advisors, LLC	$650K	24,880	+24,880	new
429	Metis Global Partners, LLC	$649K	24,830	−3,169	trim
430	Caprock Group, LLC	$645K	24,320	+7,496	add
431	Capital Wealth Planning, LLC	$641K	24,537	−8,052	trim
432	TECTONIC ADVISORS LLC	$641K	24,534	−2,077	trim
433	GREENWOOD GEARHART LLC	$640K	24,520	0	no change
434	Equitable Holdings, Inc.	$637K	23,918	+10,174	add
435	BHK Investment Advisors, LLC	$631K	24,174	−2,583	trim
436	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$630K	24,128	+24,128	new
437	Plan A Wealth LLC	$623K	23,857	+703	add
438	RITHOLTZ WEALTH MANAGEMENT	$622K	23,808	+2,296	add
439	VIAWEALTH, LLC	$620K	23,723	0	no change
440	Plato Investment Management Ltd	$618K	23,648	0	no change
441	SECURIAN ASSET MANAGEMENT, INC	$615K	23,547	−296	trim
442	Koshinski Asset Management, Inc.	$613K	23,466	+641	add
443	TD Waterhouse Canada Inc.	$603K	22,923	+18,825	add
444	Checchi Capital Advisers, LLC	$603K	23,083	+2,729	add
445	MANNING & NAPIER ADVISORS LLC	$601K	23,020	−3,184	trim
446	SIGNATUREFD, LLC	$600K	22,968	+1,651	add
447	Bayesian Capital Management, LP	$598K	22,900	+22,900	new
448	Fairvoy Private Wealth, LLC	$597K	22,846	+74	add
449	NOMURA HOLDINGS INC	$594K	22,731	−1,214	trim
450	Banque Transatlantique SA	$591K	22,637	+22,637	new
451	MONTAG A & ASSOCIATES INC	$591K	22,398	−380	trim
452	Snowden Capital Advisors LLC	$587K	22,224	+1,863	add
453	OpenArc Corporate Advisory, LLC	$585K	22,390	+601	add
454	Community Financial Services Group, LLC	$585K	22,198	+22,198	new
455	Banque Cantonale Vaudoise	$578K	22,121	−8,425	trim
456	Prudent Man Advisors, LLC	$578K	22,124	+7,455	add
457	FIDUCIARY TRUST CO	$574K	21,973	+21,973	new
458	Fiduciary Group, LLC	$572K	21,917	0	no change
459	LVW Advisors, LLC	$571K	21,842	+3,450	add
460	Engineers Gate Manager LP	$569K	21,800	−28,435	trim
461	Headlands Technologies LLC	$567K	21,711	+21,711	new
462	Meiji Yasuda Life Insurance Co	$559K	21,400	+21,400	new
463	Independent Advisor Alliance	$558K	21,344	−1,665	trim
464	HUB Investment Partners, LLC	$557K	21,339	+10,441	add
465	BankPlus Trust Department	$541K	20,708	−1,481	trim
466	Dorsey & Whitney Trust CO LLC	$538K	20,612	+126	add
467	Signal Advisors Wealth, LLC	$534K	20,432	+10,387	add
468	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$529K	20,266	0	no change
469	NorthCrest Asset Manangement, LLC	$526K	19,878	−77	trim
470	HBK Sorce Advisory LLC	$526K	19,041	−1,472	trim
471	GREENLEAF TRUST	$520K	19,919	+245	add
472	Frec Markets, Inc.	$515K	19,701	+11,843	add
473	Trivium Point Advisory, LLC	$505K	19,339	−1,896	trim
474	Arista Wealth Management, LLC	$503K	19,251	0	no change
475	Belleair Asset Management, LLC	$501K	19,189	0	no change
476	Norris Financial Group, LLC	$501K	19,163	—	no prior
477	SAPIENT CAPITAL LLC	$499K	18,821	−10,403	trim
478	GC Wealth Management RIA, LLC	$499K	19,085	+3,004	add
479	Smartleaf Asset Management LLC	$498K	19,722	+1,723	add
480	Cape Investment Advisory, Inc.	$494K	18,917	+7,092	add
481	BOOTHBAY FUND MANAGEMENT, LLC	$494K	18,911	−316	trim
482	Larson Financial Group LLC	$490K	18,776	+135	add
483	IAMS WEALTH MANAGEMENT, LLC	$488K	18,691	+3,854	add
484	Gallagher Fiduciary Advisors, LLC	$487K	18,648	+156	add
485	Keel Point, LLC	$486K	18,603	+6,622	add
486	Lido Advisors, LLC	$483K	18,338	−7,421	trim
487	ATWOOD & PALMER INC	$483K	18,500	0	no change
488	BCS Wealth Management	$482K	18,455	−18,491	trim
489	TWINBEECH CAPITAL LP	$479K	18,321	+18,321	new
490	DELTA ASSET MANAGEMENT LLC/TN	$471K	18,034	0	no change
491	Expressive Wealth LLC	$464K	16,435	−1,099	trim
492	Aspen Wealth Management LLC	$461K	17,664	+171	add
493	Visionary Wealth Advisors	$455K	17,408	−476	trim
494	NewEdge Wealth, LLC	$452K	17,318	−3,730	trim
495	Security National Bank	$451K	17,250	+101	add
496	Sowell Financial Services LLC	$450K	17,243	−1,642	trim
497	UPTICK PARTNERS, LLC	$445K	17,044	−140	trim
498	MERIDIAN MANAGEMENT CO	$444K	17,011	−469	trim
499	Glenview Trust Co	$437K	16,735	+32	add
500	MEITAV INVESTMENT HOUSE LTD	$434K	16,597	−3,414	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · RF

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Tudor Investment Corp, Gotham Asset Management $17.5M held
Trimming: 1 Bridgewater Associates $4.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · REGIONS FINANCIAL CORP NEW

Merged timeline of congressional filings and notable-manager moves on RF
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	add	+481,754 sh
2026-05-15	Gotham Asset Management 13F	add	+7,346 sh
2026-05-15	Bridgewater Associates 13F	trim	−633,343 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed RF — the congressional view ↗