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BHK Investment Advisors’s Regions Financial RF Stock Holding History

BHK 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 		$662K Sell
21,915
-2,259
-9% -$63.4K 0.2% 52
2026
Q1 		$631K Sell
24,174
-2,583
-10% -$72.1K 0.21% 50
2025
Q4 		$725K Buy
26,757
+2,402
+10% +$61.4K 0.24% 43
2025
Q3 		$642K Sell
24,355
-495
-2% -$12.9K 0.24% 36
2025
Q2 		$584K Sell
24,850
-144
-0.6% -$3.05K 0.23% 40
2025
Q1 		$543K Sell
24,994
-10,553
-30% -$246K 0.23% 40
2024
Q4 		$836K Sell
35,547
-10,208
-22% -$252K 0.31% 29
2024
Q3 		$1.07M Sell
45,755
-9,643
-17% -$211K 0.4% 29
2024
Q2 		$1.11M Sell
55,398
-7,458
-12% -$145K 0.44% 28
2024
Q1 		$1.32M Buy
62,856
+19,347
+44% +$366K 0.51% 24
2023
Q4 		$843K Sell
43,509
-8,182
-16% -$136K 0.48% 22
2023
Q3 		$889K Sell
51,691
-774
-1% -$14.7K 0.41% 24
2023
Q2 		$935K Buy
52,465
+42,392
+421% +$748K 0.4% 28
2023
Q1 		$187K Buy
+10,073
New +$219K 0.08% 60
2019
Q2 		– Sell
-14,388
Closed -$204K – 92
2019
Q1 		$204K Buy
+14,388
New +$220K 0.12% 85

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

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

BHK Investment Advisors reduced its Regions Financial (RF) stake by 9.3% in Q2 2026, selling an estimated $63.4K and leaving 21,915 shares worth $662K. The position accounts for 0.2% of the portfolio, ranked #52.

BHK Investment Advisors first reported a position in RF in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2024. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • BHK Investment Advisors held 21,915 shares of Regions Financial worth $662K as of Q2 2026.
  • BHK Investment Advisors sold 2,259 Regions Financial shares in Q2 2026, an estimated $63.4K.
  • Regions Financial made up 0.2% of BHK Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • BHK Investment Advisors first reported a position in Regions Financial in Q1 2019 and has held it in 15 quarters since.
  • BHK Investment Advisors's Regions Financial position peaked at $1.32M in Q1 2024.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.