CFO
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Callan Family Office's RF Position: Q1 2026 in Review

Callan Family Office reduced its Regions Financial (RF) stake by 9.2% in Q1 2026, selling an estimated $78.1K and leaving 27,599 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #649.

Callan Family Office first reported a position in RF in Q4 2024 and has held it in 6 quarters since. The position peaked at $824K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Callan Family Office held 27,599 shares of Regions Financial worth $721K as of Q1 2026.
  • Callan Family Office sold 2,796 Regions Financial shares in Q1 2026, an estimated $78.1K.
  • Regions Financial made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #649 holding.
  • Callan Family Office first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Regions Financial position peaked at $824K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.