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Bell Investment Advisors’s Regions Financial RF Stock Holding History

Bell Investment 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 		$37.4K Sell
1,239
-47
-4% -$1.32K 0.01% 329
2026
Q1 		$33.6K Sell
1,286
-28
-2% -$782 0.01% 321
2025
Q4 		$35.6K Buy
1,314
+10
+0.8% +$255 0.01% 303
2025
Q3 		$34.4K Sell
1,304
-46
-3% -$1.2K 0.01% 299
2025
Q2 		$31.8K Buy
1,350
+25
+2% +$529 0.01% 315
2025
Q1 		$28.8K Hold
1,325
– – 0.01% 307
2024
Q4 		$31.2K Buy
1,325
+64
+5% +$1.58K 0.01% 287
2024
Q3 		$29.4K Hold
1,261
– – 0.01% 313
2024
Q2 		$25.3K Sell
1,261
-26
-2% -$504 0.01% 342
2024
Q1 		$27.1K Sell
1,287
-1
-0.1% -$19 0.01% 318
2023
Q4 		$25K Buy
1,288
+1
+0.1% +$17 0.01% 305
2023
Q3 		$22.1K Buy
1,287
+57
+5% +$1.08K 0.01% 296
2023
Q2 		$21.9K Sell
1,230
-380
-24% -$6.71K ﹤0.01% 299
2023
Q1 		$29.9K Sell
1,610
-341
-17% -$7.42K 0.01% 233
2022
Q4 		$42.1K Buy
1,951
+452
+30% +$9.8K 0.01% 187
2022
Q3 		$30K Sell
1,499
-520
-26% -$11K 0.01% 195
2022
Q2 		$38K Buy
+2,019
New +$41.7K 0.01% 164
2021
Q4 		$30K Hold
1,386
– – 0.01% 228
2021
Q3 		$30K Buy
+1,386
New +$27.6K 0.01% 213

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's RF Position: Q2 2026 in Review

Bell Investment Advisors reduced its Regions Financial (RF) stake by 3.7% in Q2 2026, selling an estimated $1.32K and leaving 1,239 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #329.

Bell Investment Advisors first reported a position in RF in Q3 2021 and has held it in 19 quarters since. The position peaked at $42.1K in Q4 2022. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Bell Investment Advisors held 1,239 shares of Regions Financial worth $37.4K as of Q2 2026.
  • Bell Investment Advisors sold 47 Regions Financial shares in Q2 2026, an estimated $1.32K.
  • Regions Financial made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #329 holding.
  • Bell Investment Advisors first reported a position in Regions Financial in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Regions Financial position peaked at $42.1K in Q4 2022.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.