CAPTRUST Financial Advisors
REGS

CAPTRUST Financial Advisors’s Columbia Large Cap Growth ETF REGS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio REGS Stock Details REGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137K Hold
12,139
– – ﹤0.01% 2978
2026
Q1 		$118K Buy
+12,139
New +$119K ﹤0.01% 2786

Other funds holding REGS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

CAPTRUST Financial Advisors's REGS Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its Columbia Large Cap Growth ETF (REGS) position steady in Q2 2026 at 12,139 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

CAPTRUST Financial Advisors first reported a position in REGS in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold REGS as of Q2 2026.

  • CAPTRUST Financial Advisors held 12,139 shares of Columbia Large Cap Growth ETF worth $137K as of Q2 2026.
  • CAPTRUST Financial Advisors left its Columbia Large Cap Growth ETF share count unchanged in Q2 2026.
  • Columbia Large Cap Growth ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2978 holding.
  • CAPTRUST Financial Advisors first reported a position in Columbia Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Columbia Large Cap Growth ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.