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Beacon Pointe Advisors’s Regions Financial RF Stock Holding History

Beacon Pointe 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 		$2.16M Buy
71,456
+40,114
+128% +$1.13M 0.01% 735
2026
Q1 		$819K Sell
31,342
-18,553
-37% -$518K ﹤0.01% 1075
2025
Q4 		$1.35M Buy
+49,895
New +$1.27M 0.01% 732
2025
Q3 		– Sell
-12,398
Closed -$292K – 1504
2025
Q2 		$292K Sell
12,398
-470
-4% -$9.95K ﹤0.01% 1061
2025
Q1 		$280K Buy
12,868
+465
+4% +$10.8K ﹤0.01% 1047
2024
Q4 		$292K Sell
12,403
-3,730
-23% -$92.2K ﹤0.01% 1021
2024
Q3 		$376K Sell
16,133
-1,663
-9% -$36.3K ﹤0.01% 951
2024
Q2 		$357K Sell
17,796
-1,278
-7% -$24.8K ﹤0.01% 998
2024
Q1 		$401K Buy
19,074
+1,146
+6% +$21.7K ﹤0.01% 1000
2023
Q4 		$347K Sell
17,928
-2,737
-13% -$45.4K ﹤0.01% 1029
2023
Q3 		$355K Buy
20,665
+2,703
+15% +$51.2K ﹤0.01% 992
2023
Q2 		$320K Sell
17,962
-18,610
-51% -$329K 0.01% 867
2023
Q1 		$679K Buy
36,572
+9,115
+33% +$198K 0.01% 659
2022
Q4 		$592K Sell
27,457
-2,127
-7% -$46.1K 0.01% 635
2022
Q3 		$592K Sell
29,584
-562
-2% -$11.9K 0.01% 592
2022
Q2 		$563K Sell
30,146
-3,030
-9% -$62.5K 0.01% 609
2022
Q1 		$738K Buy
33,176
+10,890
+49% +$256K 0.01% 697
2021
Q4 		$486K Buy
22,286
+2,670
+14% +$61.1K 0.01% 580
2021
Q3 		$418K Buy
19,616
+2,932
+18% +$58.3K 0.01% 590
2021
Q2 		$337K Buy
+16,684
New +$361K 0.01% 625

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 Pointe Advisors's RF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Regions Financial (RF) stake by 128% in Q2 2026, buying an estimated $1.13M and bringing the position to 71,456 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #735.

Beacon Pointe Advisors first reported a position in RF in Q2 2021 and has held it in 20 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Beacon Pointe Advisors held 71,456 shares of Regions Financial worth $2.16M as of Q2 2026.
  • Beacon Pointe Advisors bought 40,114 Regions Financial shares in Q2 2026, an estimated $1.13M.
  • Regions Financial made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #735 holding.
  • Beacon Pointe Advisors first reported a position in Regions Financial in Q2 2021 and has held it in 20 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.