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Capital Analysts LLC’s Regions Financial RF Stock Holding History

Capital Analysts LLC’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 		$78K Buy
2,569
+1,449
+129% +$40.7K ﹤0.01% 905
2026
Q1 		$29K Sell
1,120
-244
-18% -$6.81K ﹤0.01% 1045
2025
Q4 		$37K Sell
1,364
-231
-14% -$5.9K ﹤0.01% 980
2025
Q3 		$42K Hold
1,595
– – ﹤0.01% 924
2025
Q2 		$38K Buy
1,595
+475
+42% +$10.1K ﹤0.01% 879
2025
Q1 		$24K Hold
1,120
– – ﹤0.01% 950
2024
Q4 		$26K Sell
1,120
-269
-19% -$6.65K ﹤0.01% 879
2024
Q3 		$32K Hold
1,389
– – ﹤0.01% 815
2024
Q2 		$28K Hold
1,389
– – ﹤0.01% 806
2024
Q1 		$29K Hold
1,389
– – ﹤0.01% 760
2023
Q4 		$27K Hold
1,389
– – ﹤0.01% 765
2023
Q3 		$24K Hold
1,389
– – ﹤0.01% 744
2023
Q2 		$25K Sell
1,389
-63,697
-98% -$1.12M ﹤0.01% 693
2023
Q1 		$1.21M Buy
65,086
+4,738
+8% +$103K 0.07% 200
2022
Q4 		$1.3M Sell
60,348
-1,805
-3% -$39.1K 0.08% 193
2022
Q3 		$1.25M Buy
62,153
+3,587
+6% +$75.7K 0.09% 191
2022
Q2 		$1.1M Buy
58,566
+3,324
+6% +$68.6K 0.08% 197
2022
Q1 		$1.23M Sell
55,242
-2,062
-4% -$48.5K 0.08% 199
2021
Q4 		$1.25M Buy
57,304
+1,448
+3% +$33.1K 0.08% 197
2021
Q3 		$1.19M Sell
55,856
-1,096
-2% -$21.8K 0.08% 198
2021
Q2 		$1.15M Buy
56,952
+1,170
+2% +$25.3K 0.08% 200
2021
Q1 		$1.15M Buy
55,782
+54,662
+4,881% +$1.07M 0.08% 193
2020
Q4 		$18K Hold
1,120
– – ﹤0.01% 526
2020
Q3 		$13K Hold
1,120
– – ﹤0.01% 555
2020
Q2 		$12K Hold
1,120
– – ﹤0.01% 531
2020
Q1 		$10K Hold
1,120
– – ﹤0.01% 523
2019
Q4 		$19K Hold
1,120
– – ﹤0.01% 495
2019
Q3 		$17K Hold
1,120
– – ﹤0.01% 485
2019
Q2 		$17K Hold
1,120
– – ﹤0.01% 473
2019
Q1 		$15K Buy
+1,120
New +$17.2K ﹤0.01% 466

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 Analysts LLC's RF Position: Q2 2026 in Review

Capital Analysts LLC increased its Regions Financial (RF) stake by 129% in Q2 2026, buying an estimated $40.7K and bringing the position to 2,569 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Capital Analysts LLC first reported a position in RF in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.3M in Q4 2022. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Capital Analysts LLC held 2,569 shares of Regions Financial worth $78K as of Q2 2026.
  • Capital Analysts LLC bought 1,449 Regions Financial shares in Q2 2026, an estimated $40.7K.
  • Regions Financial made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #905 holding.
  • Capital Analysts LLC first reported a position in Regions Financial in Q1 2019 and has held it in 30 quarters since.
  • Capital Analysts LLC's Regions Financial position peaked at $1.3M in Q4 2022.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.