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Annis Gardner Whiting Capital Advisors’s Regions Financial RF Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-3,559
Closed -$93.9K – 1045
2026
Q1 		$93.9K Buy
3,559
+3,106
+686% +$86.7K 0.02% 453
2025
Q4 		$12.4K Buy
453
+107
+31% +$2.73K ﹤0.01% 730
2025
Q3 		$9.21K Buy
346
+38
+12% +$987 ﹤0.01% 721
2025
Q2 		$7.34K Sell
308
-84
-21% -$1.78K ﹤0.01% 791
2025
Q1 		$8.63K Sell
392
-47
-11% -$1.09K ﹤0.01% 564
2024
Q4 		$10.4K Sell
439
-7,328
-94% -$181K ﹤0.01% 528
2024
Q3 		$181K Buy
7,767
+7,459
+2,422% +$163K 0.05% 217
2024
Q2 		$6.25K Hold
308
– – ﹤0.01% 748
2024
Q1 		$6.55K Hold
308
– – ﹤0.01% 725
2023
Q4 		$6.04K Hold
308
– – ﹤0.01% 523
2023
Q3 		$5.64K Buy
+308
New +$5.83K ﹤0.01% 517

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

Annis Gardner Whiting Capital Advisors's RF Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Regions Financial (RF) in Q2 2026, closing a stake of 3,559 shares — an estimated $93.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in RF in Q3 2023 and held it in 11 quarters. The position peaked at $181K in Q3 2024. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3,559 Regions Financial shares in Q2 2026, an estimated $93.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Regions Financial in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Regions Financial position peaked at $181K in Q3 2024.
  • 1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.