Beacon Capital Management LLC (Tennessee)’s Regions Financial RF Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q1	$3.56M	Sell	136,308 -3,882	-3%	-$108K	0.63%	18
2025 Q4	$3.8M	Buy	140,190 +1,843	+1%	+$47.1K	0.59%	17
2025 Q3	$3.65M	Buy	138,347 +58	+0%	+$1.51K	0.52%	23
2025 Q2	$3.25M	Sell	138,289 -1,487	-1%	-$31.5K	0.44%	21
2025 Q1	$3.04M	Buy	139,776 +111	+0.1%	+$2.59K	0.41%	22
2024 Q4	$3.28M	Buy	139,665 +128,023	+1,100%	+$3.16M	0.43%	23
2024 Q3	$272K	Sell	11,642 -113	-1%	-$2.47K	0.04%	97
2024 Q2	$236K	Buy	11,755 +80	+0.7%	+$1.55K	0.04%	93
2024 Q1	$246K	Sell	11,675 -1,980	-15%	-$37.4K	0.05%	92
2023 Q4	$235K	Buy	13,655 +6,708	+97%	+$111K	0.07%	76
2023 Q3	$124K	Hold	6,947	–	–	0.03%	133
2023 Q2	$124K	Hold	6,947	–	–	0.03%	133
2023 Q1	$129K	Hold	6,947	–	–	0.04%	114
2022 Q4	$150K	Sell	6,947 -19	-0.3%	-$412	0.05%	111
2022 Q3	$131K	Hold	6,966	–	–	0.04%	117
2022 Q2	$154K	Hold	6,966	–	–	0.04%	117
2022 Q1	$154K	Buy	+6,966	New	+$164K	0.04%	117

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s RF Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Regions Financial (RF) stake by 2.8% in Q1 2026, selling an estimated $108K and leaving 136,308 shares worth $3.56M. The position accounts for 0.63% of the portfolio, ranked #18.

Beacon Capital Management LLC (Tennessee) first reported a position in RF in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.8M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Beacon Capital Management LLC (Tennessee) held 136,308 shares of Regions Financial worth $3.56M as of Q1 2026.
Beacon Capital Management LLC (Tennessee) sold 3,882 Regions Financial shares in Q1 2026, an estimated $108K.
Regions Financial made up 0.63% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #18 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in Regions Financial in Q1 2022 and has held it in 17 quarters since.
Beacon Capital Management LLC (Tennessee)'s Regions Financial position peaked at $3.8M in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.