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BCS Wealth Management’s Regions Financial RF Stock Holding History

BCS Wealth Management’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 		$558K Buy
18,466
+11
+0.1% +$309 0.1% 167
2026
Q1 		$482K Sell
18,455
-18,491
-50% -$516K 0.1% 164
2025
Q4 		$1M Buy
36,946
+18,513
+100% +$473K 0.1% 160
2025
Q3 		$486K Buy
18,433
+11
+0.1% +$286 0.11% 156
2025
Q2 		$433K Buy
18,422
+12
+0.1% +$254 0.09% 168
2025
Q1 		$400K Buy
18,410
+1,561
+9% +$36.4K 0.1% 166
2024
Q4 		$396K Sell
16,849
-89
-0.5% -$2.2K 0.1% 172
2024
Q3 		$395K Sell
16,938
-1,260
-7% -$27.5K 0.17% 114
2024
Q2 		$365K Buy
18,198
+12
+0.1% +$233 0.18% 113
2024
Q1 		$383K Buy
18,186
+1,562
+9% +$29.5K 0.12% 166
2023
Q4 		$322K Buy
16,624
+14
+0.1% +$232 0.12% 159
2023
Q3 		$286K Buy
16,610
+11
+0.1% +$208 0.12% 157
2023
Q2 		$296K Buy
+16,599
New +$293K 0.22% 88
2023
Q1 		– Sell
-16,589
Closed -$358K – 190
2022
Q4 		$358K Hold
16,589
– – 0.15% 131
2022
Q3 		$333K Hold
16,589
– – 0.16% 135
2022
Q2 		$311K Hold
16,589
– – 0.14% 131
2022
Q1 		$369K Sell
16,589
-249
-1% -$5.86K 0.15% 130
2021
Q4 		$367K Hold
16,838
– – 0.13% 136
2021
Q3 		$359K Buy
16,838
+100
+0.6% +$1.99K 0.15% 122
2021
Q2 		$338K Hold
16,738
– – 0.18% 105
2021
Q1 		$346K Buy
16,738
+953
+6% +$18.6K 0.16% 111
2020
Q4 		$254K Hold
15,785
– – 0.13% 120
2020
Q3 		$182K Hold
15,785
– – 0.1% 123
2020
Q2 		$176K Hold
15,785
– – 0.11% 117
2020
Q1 		$142K Hold
15,785
– – 0.1% 101
2019
Q4 		$271K Buy
+15,785
New +$260K 0.18% 88

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

BCS Wealth Management's RF Position: Q2 2026 in Review

BCS Wealth Management increased its Regions Financial (RF) stake by 0.06% in Q2 2026, buying an estimated $309 and bringing the position to 18,466 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #167.

BCS Wealth Management first reported a position in RF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • BCS Wealth Management held 18,466 shares of Regions Financial worth $558K as of Q2 2026.
  • BCS Wealth Management bought 11 Regions Financial shares in Q2 2026, an estimated $309.
  • Regions Financial made up 0.1% of BCS Wealth Management's portfolio in Q2 2026, its #167 holding.
  • BCS Wealth Management first reported a position in Regions Financial in Q4 2019 and has held it in 26 quarters since.
  • BCS Wealth Management's Regions Financial position peaked at $1M in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.