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Advisor OS’s Regions Financial RF Stock Holding History

Advisor OS’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Sell
7,567
-279
-4% -$7.83K 0.02% 520
2026
Q1 		$205K Sell
7,846
-3,751
-32% -$105K 0.01% 545
2025
Q4 		$314K Buy
+11,597
New +$296K 0.03% 372

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor OS's RF Position: Q2 2026 in Review

Advisor OS reduced its Regions Financial (RF) stake by 3.6% in Q2 2026, selling an estimated $7.83K and leaving 7,567 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #520.

Advisor OS first reported a position in RF in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Advisor OS held 7,567 shares of Regions Financial worth $229K as of Q2 2026.
  • Advisor OS sold 279 Regions Financial shares in Q2 2026, an estimated $7.83K.
  • Regions Financial made up 0.02% of Advisor OS's portfolio in Q2 2026, its #520 holding.
  • Advisor OS first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • Advisor OS's Regions Financial position peaked at $314K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.