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Capital Advisors Ltd’s Regions Financial RF Stock Holding History

Capital Advisors Ltd’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 		$9K Hold
288
– – ﹤0.01% 881
2026
Q1 		$8K Hold
288
– – ﹤0.01% 877
2025
Q4 		$8K Hold
288
– – ﹤0.01% 863
2025
Q3 		$8K Hold
288
– – ﹤0.01% 850
2025
Q2 		$7K Buy
288
+121
+72% +$2.56K ﹤0.01% 872
2025
Q1 		$4K Hold
167
– – ﹤0.01% 958
2024
Q4 		$4K Hold
167
– – ﹤0.01% 975
2024
Q3 		$4K Hold
167
– – ﹤0.01% 967
2024
Q2 		$3K Sell
167
-20
-11% -$388 ﹤0.01% 1008
2024
Q1 		$4K Buy
187
+32
+21% +$605 ﹤0.01% 931
2023
Q4 		$3K Buy
155
+127
+454% +$2.11K ﹤0.01% 960
2023
Q3 		$0 Buy
28
+9
+47% +$170 ﹤0.01% 1447
2023
Q2 		$0 Buy
+19
New +$335 ﹤0.01% 1503
2023
Q1 		– Sell
-29
Closed -$1K – 1493
2022
Q4 		$1K Sell
29
-83
-74% -$1.8K ﹤0.01% 1070
2022
Q3 		$2K Buy
+112
New +$2.37K ﹤0.01% 894
2022
Q2 		– Sell
-33
Closed -$1K – 1269
2022
Q1 		$1K Buy
33
+12
+57% +$282 ﹤0.01% 786
2021
Q4 		$0 Buy
+21
New +$480 ﹤0.01% 915
2020
Q2 		– Sell
-379
Closed -$3K – 474
2020
Q1 		$3K Buy
+379
New +$5.31K ﹤0.01% 431

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

Capital Advisors Ltd's RF Position: Q2 2026 in Review

Capital Advisors Ltd held its Regions Financial (RF) position steady in Q2 2026 at 288 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Capital Advisors Ltd first reported a position in RF in Q1 2020 and has held it in 18 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Capital Advisors Ltd held 288 shares of Regions Financial worth $9K as of Q2 2026.
  • Capital Advisors Ltd left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #881 holding.
  • Capital Advisors Ltd first reported a position in Regions Financial in Q1 2020 and has held it in 18 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.