Bay Harbor Wealth Management, LLC

Position in RF — Regions Financial Corp

CIK 1767989 Hunt Valley, MD

Position in RF

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,862

+$1,780 QoQ

Shares Held

161

+36.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,027

of 1,096 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $156,723 across 69 Banks - Regional names. RF ranks #9 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHBI	Shore Bancshares Inc	1,000	$22,950
2	PNC	Pnc Financial Services Group, Inc.	57	$14,034
3	USB	US Bancorp De	212	$12,804
4	TFC	Truist Financial Corp	191	$9,515
5	FITB	Fifth Third Bancorp	149	$8,399
6	MTB	M&T Bank Corp	28	$6,664
7	CFG	Citizens Financial Group Inc/Ri	87	$6,096
8	HBAN	Huntington Bancshares Inc /Md/	309	$5,478

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,862	161	+36.4%	Shares	Other	2026-07-28
2026-03-31	$3,082	118	+25.5%	Shares	Other	2026-04-14
2025-12-31	$2,547	94	+62.1%	Shares	Other	2026-02-02
2025-09-30	$1,529	58	+28.9%	Shares	Other	2025-10-09
2025-06-30	$1,058	45	+73.1%	Shares	Sole	2025-07-22
2025-03-31	$564	26	-72.6%	Shares	Sole	2025-05-12
2021-09-30	$2,024	95	-71.6%	Shares	Other	2021-11-24
2021-06-30	$6,740	334	-73.4%	Shares	Other	2021-07-28
2021-03-31	$25,990	1,258	-59.7%	Shares	Other	2021-05-05
2020-12-31	$50,294	3,120	-47.6%	Shares	Other	2021-02-09
2020-09-30	$68,661	5,955	-22.9%	Shares	Other	2020-10-27
2020-06-30	$85,924	7,727	+19.7%	Shares	Other	2020-07-16
2020-03-31	$57,919	6,457	—	Shares	Other	2020-05-20
No filing history on record for this holder in this stock.