CAPTRUST Financial Advisors’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.41M Sell
130,582
-4,064
-3% -$113K 0.01% 941
2025
Q4
$3.65M Buy
134,646
+12,280
+10% +$314K 0.01% 793
2025
Q3
$3.23M Buy
122,366
+6,021
+5% +$156K 0.01% 811
2025
Q2
$2.74M Sell
116,345
-2,808
-2% -$59.4K 0.01% 841
2025
Q1
$2.59M Sell
119,153
-4,575
-4% -$107K 0.01% 798
2024
Q4
$2.91M Buy
123,728
+15,156
+14% +$375K 0.01% 727
2024
Q3
$2.53M Buy
108,572
+14,958
+16% +$327K 0.01% 768
2024
Q2
$1.88M Sell
93,614
-4,176
-4% -$81K 0.01% 854
2024
Q1
$2.06M Sell
97,790
-47,395
-33% -$896K 0.01% 787
2023
Q4
$2.81M Buy
145,185
+4,521
+3% +$75K 0.01% 767
2023
Q3
$2.42M Sell
140,664
-22,994
-14% -$436K 0.01% 791
2023
Q2
$2.92M Buy
163,658
+24,731
+18% +$437K 0.01% 695
2023
Q1
$2.58M Buy
138,927
+15,144
+12% +$330K 0.01% 654
2022
Q4
$2.67M Buy
123,783
+12,495
+11% +$271K 0.01% 623
2022
Q3
$2.23M Sell
111,288
-21,106
-16% -$446K 0.01% 632
2022
Q2
$2.5M Buy
132,394
+21,900
+20% +$452K 0.02% 540
2022
Q1
$2.48M Sell
110,494
-1,985
-2% -$46.7K 0.02% 542
2021
Q4
$2.47M Sell
112,479
-2,501
-2% -$57.2K 0.02% 513
2021
Q3
$2.47M Buy
114,980
+13,879
+14% +$276K 0.02% 471
2021
Q2
$2.06M Sell
101,101
-51,571
-34% -$1.12M 0.02% 497
2021
Q1
$3.18M Buy
152,672
+52,049
+52% +$1.02M 0.03% 356
2020
Q4
$1.64M Buy
100,623
+27,178
+37% +$393K 0.02% 456
2020
Q3
$847K Buy
73,445
+11,241
+18% +$125K 0.01% 558
2020
Q2
$661K Buy
62,204
+42,202
+211% +$449K 0.01% 617
2020
Q1
$166K Buy
20,002
+2,529
+14% +$35.4K ﹤0.01% 932
2019
Q4
$299K Buy
17,473
+8,126
+87% +$134K ﹤0.01% 847
2019
Q3
$149K Sell
9,347
-1,341
-13% -$20.3K 0.01% 640
2019
Q2
$161K Buy
10,688
+1,132
+12% +$16.7K 0.01% 608
2019
Q1
$137K Buy
9,556
+1,241
+15% +$19K 0.01% 598
2018
Q4
$113K Sell
8,315
-1,563
-16% -$25.1K 0.01% 549
2018
Q3
$183K Sell
9,878
-255
-3% -$4.8K 0.01% 463
2018
Q2
$181K Hold
10,133
0.01% 381
2018
Q1
$184K Buy
10,133
+600
+6% +$11.4K 0.01% 329
2017
Q4
$166K Buy
+9,533
New +$152K 0.01% 351

Other funds holding RF

CAPTRUST Financial Advisors's RF Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Regions Financial (RF) stake by 3% in Q1 2026, selling an estimated $113K and leaving 130,582 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #941.

CAPTRUST Financial Advisors first reported a position in RF in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.65M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • CAPTRUST Financial Advisors held 130,582 shares of Regions Financial worth $3.41M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 4,064 Regions Financial shares in Q1 2026, an estimated $113K.
  • Regions Financial made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #941 holding.
  • CAPTRUST Financial Advisors first reported a position in Regions Financial in Q4 2017 and has held it in 34 quarters since.
  • CAPTRUST Financial Advisors's Regions Financial position peaked at $3.65M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.