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Capital Investment Advisors’s Regions Financial RF Stock Holding History

Capital Investment 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 		$815K Buy
31,216
+2,461
+9% +$68.7K 0.01% 384
2025
Q4 		$779K Buy
28,755
+875
+3% +$22.3K 0.01% 386
2025
Q3 		$735K Sell
27,880
-3,268
-10% -$84.9K 0.01% 397
2025
Q2 		$733K Buy
31,148
+1,693
+6% +$35.8K 0.01% 383
2025
Q1 		$640K Buy
29,455
+2,374
+9% +$55.3K 0.01% 392
2024
Q4 		$637K Buy
27,081
+754
+3% +$18.6K 0.01% 386
2024
Q3 		$614K Buy
26,327
+702
+3% +$15.3K 0.01% 379
2024
Q2 		$514K Buy
25,625
+1,450
+6% +$28.1K 0.01% 390
2024
Q1 		$509K Buy
24,175
+2,367
+11% +$44.8K 0.01% 389
2023
Q4 		$423K Buy
21,808
+7,424
+52% +$123K 0.01% 413
2023
Q3 		$247K Sell
14,384
-995
-6% -$18.8K 0.01% 505
2023
Q2 		$274K Buy
15,379
+1,000
+7% +$17.7K 0.01% 446
2023
Q1 		$267K Sell
14,379
-186
-1% -$4.05K 0.01% 459
2022
Q4 		$314K Buy
14,565
+323
+2% +$7K 0.01% 435
2022
Q3 		$286K Buy
+14,242
New +$301K 0.01% 425
2016
Q4 		– Sell
-12,833
Closed -$127K – 463
2016
Q3 		$127K Buy
+12,833
New +$120K 0.01% 431
2016
Q2 		– Sell
-12,642
Closed -$99K – 446
2016
Q1 		$99K Buy
12,642
+16
+0.1% +$129 0.01% 421
2015
Q4 		$121K Sell
12,626
-682
-5% -$6.54K 0.01% 413
2015
Q3 		$120K Sell
13,308
-977
-7% -$9.65K 0.01% 367
2015
Q2 		$148K Buy
14,285
+14
+0.1% +$141 0.02% 387
2015
Q1 		$135K Buy
14,271
+12
+0.1% +$113 0.01% 394
2014
Q4 		$151K Buy
14,259
+13
+0.1% +$130 0.02% 380
2014
Q3 		$143K Buy
+14,246
New +$145K 0.02% 377

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

Capital Investment Advisors's RF Position: Q1 2026 in Review

Capital Investment Advisors increased its Regions Financial (RF) stake by 8.6% in Q1 2026, buying an estimated $68.7K and bringing the position to 31,216 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #384.

Capital Investment Advisors first reported a position in RF in Q3 2014 and has held it in 23 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Capital Investment Advisors held 31,216 shares of Regions Financial worth $815K as of Q1 2026.
  • Capital Investment Advisors bought 2,461 Regions Financial shares in Q1 2026, an estimated $68.7K.
  • Regions Financial made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #384 holding.
  • Capital Investment Advisors first reported a position in Regions Financial in Q3 2014 and has held it in 23 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.