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Barnes Pettey Financial Advisors’s Regions Financial RF Stock Holding History

Barnes Pettey Financial 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 		$1.71M Sell
56,583
-211
-0.4% -$5.92K 0.54% 44
2026
Q1 		$1.48M Sell
56,794
-553
-1% -$15.4K 0.65% 39
2025
Q4 		$1.55M Sell
57,347
-302
-0.5% -$7.71K 0.77% 33
2025
Q3 		$1.52M Buy
57,649
+2,761
+5% +$71.7K 0.83% 27
2025
Q2 		$1.29M Buy
54,888
+29,028
+112% +$614K 0.86% 27
2025
Q1 		$562K Hold
25,860
– – 0.44% 48
2024
Q4 		$608K Sell
25,860
-456
-2% -$11.3K 0.46% 42
2024
Q3 		$614K Sell
26,316
-757
-3% -$16.5K 0.49% 42
2024
Q2 		$543K Buy
27,073
+2,165
+9% +$42K 0.47% 41
2024
Q1 		$524K Sell
24,908
-5,200
-17% -$98.3K 0.45% 45
2023
Q4 		$583K Sell
30,108
-4,450
-13% -$73.8K 0.47% 45
2023
Q3 		$594K Sell
34,558
-1,452
-4% -$27.5K 0.55% 45
2023
Q2 		$642K Sell
36,010
-7,960
-18% -$141K 0.55% 43
2023
Q1 		$816K Sell
43,970
-530
-1% -$11.5K 0.78% 32
2022
Q4 		$959K Sell
44,500
-448
-1% -$9.71K 0.99% 27
2022
Q3 		$902K Buy
44,948
+4,188
+10% +$88.4K 1.23% 20
2022
Q2 		$764K Buy
40,760
+566
+1% +$11.7K 0.99% 27
2022
Q1 		$895K Buy
40,194
+3,766
+10% +$88.6K 1.08% 22
2021
Q4 		$794K Buy
+36,428
New +$833K 0.91% 26

Other funds holding RF

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Barnes Pettey Financial Advisors's RF Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its Regions Financial (RF) stake by 0.37% in Q2 2026, selling an estimated $5.92K and leaving 56,583 shares worth $1.71M. The position accounts for 0.54% of the portfolio, ranked #44.

Barnes Pettey Financial Advisors first reported a position in RF in Q4 2021 and has held it in 19 quarters since. 514 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Barnes Pettey Financial Advisors held 56,583 shares of Regions Financial worth $1.71M as of Q2 2026.
  • Barnes Pettey Financial Advisors sold 211 Regions Financial shares in Q2 2026, an estimated $5.92K.
  • Regions Financial made up 0.54% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Barnes Pettey Financial Advisors first reported a position in Regions Financial in Q4 2021 and has held it in 19 quarters since.
  • 514 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.