CFO
RF icon

Callan Family Office’s Regions Financial RF Stock Holding History

Callan Family Office’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 		$834K Buy
27,611
+12
+0% +$337 0.02% 652
2026
Q1 		$721K Sell
27,599
-2,796
-9% -$78.1K 0.02% 649
2025
Q4 		$824K Buy
30,395
+5,549
+22% +$142K 0.02% 605
2025
Q3 		$655K Buy
24,846
+2,989
+14% +$77.6K 0.02% 465
2025
Q2 		$514K Buy
21,857
+10,973
+101% +$232K 0.02% 574
2025
Q1 		$237K Sell
10,884
-4,161
-28% -$96.9K 0.02% 489
2024
Q4 		$354K Buy
+15,045
New +$372K 0.02% 445

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

Callan Family Office's RF Position: Q2 2026 in Review

Callan Family Office increased its Regions Financial (RF) stake by 0.04% in Q2 2026, buying an estimated $337 and bringing the position to 27,611 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #652.

Callan Family Office first reported a position in RF in Q4 2024 and has held it in 7 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Callan Family Office held 27,611 shares of Regions Financial worth $834K as of Q2 2026.
  • Callan Family Office bought 12 Regions Financial shares in Q2 2026, an estimated $337.
  • Regions Financial made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #652 holding.
  • Callan Family Office first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.