Callahan Advisors’s Regions Financial RF Stock Holding History

Callahan 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 Q1	$901K	Buy	34,500 +1,000	+3%	+$27.9K	0.08%	120
2025 Q4	$908K	Sell	33,500 -200	-0.6%	-$5.11K	0.07%	117
2025 Q3	$889K	Hold	33,700	–	–	0.08%	110
2025 Q2	$793K	Buy	33,700 +1,000	+3%	+$21.2K	0.07%	114
2025 Q1	$711K	Hold	32,700	–	–	0.07%	116
2024 Q4	$769K	Hold	32,700	–	–	0.07%	119
2024 Q3	$763K	Hold	32,700	–	–	0.07%	109
2024 Q2	$655K	Buy	32,700 +1,000	+3%	+$19.4K	0.07%	113
2024 Q1	$667K	Sell	31,700 -1,000	-3%	-$18.9K	0.07%	107
2023 Q4	$634K	Buy	32,700 +1,000	+3%	+$16.6K	0.07%	104
2023 Q3	$545K	Hold	31,700	–	–	0.07%	109
2023 Q2	$565K	Buy	31,700 +2,900	+10%	+$51.2K	0.07%	106
2023 Q1	$535K	Buy	28,800 +1,000	+4%	+$21.8K	0.07%	108
2022 Q4	$599K	Hold	27,800	–	–	0.08%	108
2022 Q3	$558K	Sell	27,800 -1,500	-5%	-$31.7K	0.08%	109
2022 Q2	$549K	Sell	29,300 -1,350	-4%	-$27.9K	0.07%	112
2022 Q1	$682K	Buy	30,650 +500	+2%	+$11.8K	0.08%	113
2021 Q4	$657K	Buy	30,150 +1,000	+3%	+$22.9K	0.07%	112
2021 Q3	$621K	Hold	29,150	–	–	0.08%	114
2021 Q2	$588K	Sell	29,150 -1,000	-3%	-$21.6K	0.07%	114
2021 Q1	$623K	Buy	30,150 +700	+2%	+$13.7K	0.08%	107
2020 Q4	$475K	Sell	29,450 -2,000	-6%	-$28.9K	0.07%	109
2020 Q3	$363K	Hold	31,450	–	–	0.06%	108
2020 Q2	$350K	Buy	31,450 +1,000	+3%	+$10.6K	0.06%	104
2020 Q1	$273K	Buy	30,450 +150	+0.5%	+$2.1K	0.06%	109
2019 Q4	$520K	Sell	30,300 -1,300	-4%	-$21.4K	0.08%	98
2019 Q3	$500K	Buy	31,600 +1,100	+4%	+$16.6K	0.09%	99
2019 Q2	$456K	Hold	30,500	–	–	0.08%	106
2019 Q1	$432K	Sell	30,500 -3,350	-10%	-$51.3K	0.08%	110
2018 Q4	$453K	Buy	33,850 +450	+1%	+$7.23K	0.1%	105
2018 Q3	$613K	Buy	33,400 +1,000	+3%	+$18.8K	0.11%	101
2018 Q2	$576K	Buy	32,400 +550	+2%	+$10.3K	0.11%	96
2018 Q1	$592K	Hold	31,850	–	–	0.12%	92
2017 Q4	$550K	Hold	31,850	–	–	0.11%	96
2017 Q3	$485K	Hold	31,850	–	–	0.1%	98
2017 Q2	$466K	Hold	31,850	–	–	0.1%	100
2017 Q1	$463K	Sell	31,850 -1,000	-3%	-$14.8K	0.1%	99
2016 Q4	$472K	Buy	32,850 +4,000	+14%	+$49.4K	0.11%	95
2016 Q3	$285K	Buy	28,850 +500	+2%	+$4.68K	0.07%	102
2016 Q2	$241K	Buy	28,350 +1,000	+4%	+$9.06K	0.06%	103
2016 Q1	$215K	Hold	27,350	–	–	0.06%	104
2015 Q4	$263K	Buy	27,350 +2,000	+8%	+$19.2K	0.08%	100
2015 Q3	$228K	Buy	25,350 +2,000	+9%	+$19.8K	0.07%	105
2015 Q2	$242K	Sell	23,350 -2,000	-8%	-$20.1K	0.07%	105
2015 Q1	$240K	Hold	25,350	–	–	0.07%	105
2014 Q4	$268K	Hold	25,350	–	–	0.08%	108
2014 Q3	$255K	Sell	25,350 -3,000	-11%	-$30.6K	0.08%	109
2014 Q2	$301K	Buy	28,350 +8,200	+41%	+$85.5K	0.1%	107
2014 Q1	$224K	Buy	20,150 +4,000	+25%	+$42.1K	0.08%	107
2013 Q4	$160K	Hold	16,150	–	–	0.06%	109
2013 Q3	$150K	Hold	16,150	–	–	0.06%	105
2013 Q2	$154K	Buy	+16,150	New	+$141K	0.06%	103

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Callahan Advisors's RF Position: Q1 2026 in Review

Callahan Advisors increased its Regions Financial (RF) stake by 3% in Q1 2026, buying an estimated $27.9K and bringing the position to 34,500 shares worth $901K. The position accounts for 0.08% of the portfolio, ranked #120.

Callahan Advisors first reported a position in RF in Q2 2013 and has held it in 52 quarters since. The position peaked at $908K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Callahan Advisors held 34,500 shares of Regions Financial worth $901K as of Q1 2026.
Callahan Advisors bought 1,000 Regions Financial shares in Q1 2026, an estimated $27.9K.
Regions Financial made up 0.08% of Callahan Advisors's portfolio in Q1 2026, its #120 holding.
Callahan Advisors first reported a position in Regions Financial in Q2 2013 and has held it in 52 quarters since.
Callahan Advisors's Regions Financial position peaked at $908K in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.