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Blalock Williams’s Regions Financial RF Stock Holding History

Blalock Williams’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 		$245K Buy
8,115
+12
+0.1% +$337 0.16% 138
2026
Q1 		$212K Hold
8,103
– – 0.16% 137
2025
Q4 		$220K Sell
8,103
-249
-3% -$6.36K 0.18% 124
2025
Q3 		$220K Sell
8,352
-544
-6% -$14.1K 0.19% 124
2025
Q2 		$209K Buy
+8,896
New +$188K 0.21% 120

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

Blalock Williams's RF Position: Q2 2026 in Review

Blalock Williams increased its Regions Financial (RF) stake by 0.15% in Q2 2026, buying an estimated $337 and bringing the position to 8,115 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #138.

Blalock Williams first reported a position in RF in Q2 2025 and has held it in 5 quarters since. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Blalock Williams held 8,115 shares of Regions Financial worth $245K as of Q2 2026.
  • Blalock Williams bought 12 Regions Financial shares in Q2 2026, an estimated $337.
  • Regions Financial made up 0.16% of Blalock Williams's portfolio in Q2 2026, its #138 holding.
  • Blalock Williams first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.