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Bruce G. Allen Investments’s Regions Financial RF Stock Holding History

Bruce G. Allen Investments’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 		$69.8K Sell
2,310
-197
-8% -$5.53K 0.04% 213
2026
Q1 		$65.5K Sell
2,507
-1,738
-41% -$48.5K 0.04% 218
2025
Q4 		$115K Buy
4,245
+733
+21% +$18.7K 0.08% 138
2025
Q3 		$92.6K Sell
3,512
-88
-2% -$2.29K 0.07% 175
2025
Q2 		$84.7K Sell
3,600
-41
-1% -$868 0.06% 177
2025
Q1 		$79.1K Buy
3,641
+571
+19% +$13.3K 0.06% 172
2024
Q4 		$72.2K Buy
3,070
+678
+28% +$16.8K 0.06% 194
2024
Q3 		$55.8K Buy
2,392
+1,483
+163% +$32.4K 0.04% 242
2024
Q2 		$18.2K Sell
909
-24
-3% -$465 0.02% 377
2024
Q1 		$19.6K Buy
933
+463
+99% +$8.76K 0.02% 384
2023
Q4 		$9.11K Buy
+470
New +$7.8K 0.01% 492

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

Bruce G. Allen Investments's RF Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Regions Financial (RF) stake by 7.9% in Q2 2026, selling an estimated $5.53K and leaving 2,310 shares worth $69.8K. The position accounts for 0.04% of the portfolio, ranked #213.

Bruce G. Allen Investments first reported a position in RF in Q4 2023 and has held it in 11 quarters since. The position peaked at $115K in Q4 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Bruce G. Allen Investments held 2,310 shares of Regions Financial worth $69.8K as of Q2 2026.
  • Bruce G. Allen Investments sold 197 Regions Financial shares in Q2 2026, an estimated $5.53K.
  • Regions Financial made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #213 holding.
  • Bruce G. Allen Investments first reported a position in Regions Financial in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Regions Financial position peaked at $115K in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.