Regions Financial Corporation
MX ˙ BMV ˙ US7591EP1005
SecurityMX:RF / Regions Financial Corporation
InstitutionPensionmark Financial Group, Llc
Latest Disclosed Ownership33,966 shares
Latest Disclosed Value $ 887,195
Pensionmark Financial Group, Llc reports 90.23% increase in ownership of RF / Regions Financial Corporation

On April 27, 2026 - Pensionmark Financial Group, Llc filed a 13F-HR form disclosing ownership of 33,966 shares of Regions Financial Corporation (MX:RF) valued at $887,195 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 13, 2026 disclosing 17,855 shares of Regions Financial Corporation. This represents a change in shares of 90.23% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 33,966 16,111 90.23 887 83.64 0.0143
2026-03-13 2025-12-31 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 17,855 1,790 11.14 484 14.18 0.0079
2026-02-04 2025-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 17,855 1,790 421 0.0080
2025-10-15 2025-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 16,065 39 0.24 424 11.61 0.0087
2025-08-04 2025-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 16,026 277 1.76 380 10.17 0.0086
2025-04-29 2025-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 15,749 -1,000 -5.97 345 -13.13 0.0090
2025-02-12 2024-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 16,749 912 5.76 397 7.32 0.0109
2024-11-25 2024-09-30 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 15,837 2,010 14.54 369 33.21 0.0116
2024-11-14 2024-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 15,837 2,010 369 0.0116
2024-08-15 2024-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 13,827 -848 -5.78 277 -10.06 0.0173
2024-05-15 2024-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,675 14,675 309 0.0442
2024-02-14 2023-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 0 -11,101 -100.00 0 -100.00
2023-11-14 2023-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 11,101 0 0.00 194 -3.50 0.0384
2023-08-14 2023-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 11,101 0 0.00 200 -3.85 0.0387
2023-05-15 2023-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 11,101 11,101 208 0.0434
2023-02-14 2022-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 0 -11,092 -100.00 0 -100.00
2022-11-14 2022-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 11,092 0 0.00 225 -4.26 0.0534
2022-08-09 2022-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 11,092 11,092 235 0.0494
2022-02-11 2021-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 0 -11,487 -100.00 0 -100.00
2021-11-12 2021-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 11,487 0 0.00 247 5.56 0.0559
2021-08-12 2021-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 11,487 0 0.00 234 -9.65 0.0535
2021-05-17 2021-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 11,487 451 4.09 259 19.91 0.0624
2021-02-16 2020-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 11,036 0 0.00 216 67.44 0.0547
2020-11-13 2020-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 11,036 0 0.00 129 -2.27 0.0442
2020-08-14 2020-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 11,036 -347 -3.05 132 26.92 0.0462
2020-04-23 2020-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 11,383 0 0.00 104 -47.21 0.0483
2020-02-13 2019-12-31 13F REGIONS FINL CORP COM 7591EP100 11,383 0 0.00 197 8.24 0.0768
2019-11-12 2019-09-30 13F REGIONS FINL CORP COM 7591EP100 11,383 5 0.04 182 4.60 0.0780
2019-08-12 2019-06-30 13F REGIONS FINL CORP COM 7591EP100 11,378 -1,604 -12.36 174 -5.43 0.0767
2019-05-14 2019-03-31 13F REGIONS FINL CORP COM 7591EP100 12,982 -42 -0.32 184 -8.46 0.0838
2019-02-14 2018-12-31 13F REGIONS FINL CORP COM 7591EP100 13,024 13,024 201 0.0902
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.