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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's RF Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Regions Financial (RF) stake by 37% in Q1 2026, selling an estimated $518K and leaving 31,342 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Beacon Pointe Advisors first reported a position in RF in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Beacon Pointe Advisors held 31,342 shares of Regions Financial worth $819K as of Q1 2026.
  • Beacon Pointe Advisors sold 18,553 Regions Financial shares in Q1 2026, an estimated $518K.
  • Regions Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1075 holding.
  • Beacon Pointe Advisors first reported a position in Regions Financial in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Regions Financial position peaked at $1.35M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.