ENTERPRISE FINANCIAL SERVICES CORP RF — REGIONS FINANCIAL CORP NEW

Ownership history in ENTERPRISE FINANCIAL SERVICES CORP  ·  66 quarters on record

AI Ownership Summary

ENTERPRISE FINANCIAL SERVICES CORP reported REGIONS FINANCIAL CORP NEW (RF) in 66 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2024 Q3. The latest visible filing shows RF at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ENTERPRISE FINANCIAL SERVICES CORP's position in REGIONS FINANCIAL CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RF was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RF stock page ENTERPRISE FINANCIAL SERVICES CORP fund profile ENTERPRISE FINANCIAL SERVICES CORP full holdings
How ENTERPRISE FINANCIAL SERVICES CORP held RF — position size vs. price
% of Fund (quarterly)    RF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 40,124 -172 -0.4% 0.53% $1.0M 2026-05-05 $28.04
2025 Q4 REDUCED — — — 40,296 -869 -2.1% 0.55% $1.1M 2026-01-14 $27.87
2025 Q3 REDUCED — — — 41,165 -1,331 -3.1% 0.56% $1.1M 2025-10-15 $24.25
2025 Q2 REDUCED — — — 42,496 -776 -1.8% 0.53% $1000K 2025-08-12 $24.59
2025 Q1 UNCHANGED — — — 43,272 — 0% 0.56% $940K 2025-05-14 $21.53
2024 Q4 UNCHANGED — — — 43,272 — 0% 0.57% $1.0M 2025-02-07 $23.21
2024 Q3 UNCHANGED — — — 43,272 — 0% 0.59% $1.0M 2024-11-12 $24.62
2024 Q2 UNCHANGED — — — 43,272 — 0% 0.53% $867K 2024-08-13 $19.44
2024 Q1 UNCHANGED — — — 43,272 — 0% 0.55% $910K 2024-05-14 $18.47
2023 Q4 UNCHANGED — — — 43,272 — 0% 0.51% $839K 2024-02-09 $16.33
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RF

As of 2026 Q1 — sorted by position size

Royal Palms Capital LLC 3.8% CSU Producer Resources, Inc. 3Y 7Y 2.51% Silver Lake Advisory, LLC 3Y 7Y 2.39% Monte Financial Group, LLC 3Y 7Y 1.94% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 1.77% Greystone Financial Group, LLC 3Y 1.73% STANCE CAPITAL LLC 1.52% CINCINNATI INSURANCE CO 3Y 7Y 1.4% Smith Thornton Advisors LLC 1.38% Board of the Pension Protection Fund 1.33%

FAQ About ENTERPRISE FINANCIAL SERVICES CORP and RF

These are the practical questions this page is built to answer before you even open the full history table.

How long has ENTERPRISE FINANCIAL SERVICES CORP reported owning RF?

ENTERPRISE FINANCIAL SERVICES CORP reported RF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RF position in ENTERPRISE FINANCIAL SERVICES CORP's portfolio?

The largest reported portfolio weight for RF was 0.59% in 2024 Q3.

What is the latest reported RF position on this page?

The most recent filing on this page is 2026 Q1, when ENTERPRISE FINANCIAL SERVICES CORP reported 40,124 shares, equal to 0.53% of portfolio, with an estimated market value of $1.0M.

What does the chart on this RF ownership page compare?

The chart compares ENTERPRISE FINANCIAL SERVICES CORP's quarterly RF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ENTERPRISE FINANCIAL SERVICES CORP time their RF position?

Based on 13F filing dates vs. subsequent RF price moves, ENTERPRISE FINANCIAL SERVICES CORP correctly timed 11 out of 29 reported position changes (38%). The annualised alpha on RF relative to SPY over the holding period was -1.7%.

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