SEC 13F Intelligence

Greystone Financial Group, LLC / RF

Greystone Financial Group, LLC’s Regions Financial Corp New Position

Does Greystone Financial Group, LLC own Regions Financial Corp New (RF)? Yes — 233.8K shares worth $6M (+1.73% of its 13F portfolio) as of Q1 2026, down from 384.8K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
233.8K
% of Portfolio
+1.73%
Quarters Held
5
currently held

Position History RF

Reported value by quarter
Q1 ’25: $7MQ1 ’25Q2 ’25: $9MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026233.8K$6M+1.73%
Q4 2025384.8K$10M+1.63%
Q3 2025319.7K$8M+1.31%
Q2 2025368.2K$9M+1.43%
Q1 2025342.4K$7M+1.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of RF.