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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
Q2 		$4.11M Sell
136,205
-103
-0.1% -$2.89K 0.6% 28
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
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

Beacon Capital Management LLC (Tennessee)'s RF Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Regions Financial (RF) stake by 0.08% in Q2 2026, selling an estimated $2.89K and leaving 136,205 shares worth $4.11M. The position accounts for 0.6% of the portfolio, ranked #28.

Beacon Capital Management LLC (Tennessee) first reported a position in RF in Q1 2022 and has held it in 18 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 136,205 shares of Regions Financial worth $4.11M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 103 Regions Financial shares in Q2 2026, an estimated $2.89K.
  • Regions Financial made up 0.6% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #28 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Regions Financial in Q1 2022 and has held it in 18 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.