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Belleair Asset Management’s Regions Financial RF Stock Holding History

Belleair Asset Management’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 		$580K Hold
19,189
– – 0.49% 41
2026
Q1 		$501K Hold
19,189
– – 0.46% 44
2025
Q4 		$520K Buy
+19,189
New +$490K 0.5% 41

Other funds holding RF

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Belleair Asset Management's RF Position: Q2 2026 in Review

Belleair Asset Management held its Regions Financial (RF) position steady in Q2 2026 at 19,189 shares worth $580K. The position accounts for 0.49% of the portfolio, ranked #41.

Belleair Asset Management first reported a position in RF in Q4 2025 and has held it in 3 quarters since. 585 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Belleair Asset Management held 19,189 shares of Regions Financial worth $580K as of Q2 2026.
  • Belleair Asset Management left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.49% of Belleair Asset Management's portfolio in Q2 2026, its #41 holding.
  • Belleair Asset Management first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • 585 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.