CapWealth 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
Q2 | $300K | Hold |
9,927
| – | – | 0.02% | 96 |
|
|
2026
Q1 | $259K | Sell |
9,927
-11,318
| -53% | -$316K | 0.02% | 102 |
|
|
2025
Q4 | $576K | Buy |
21,245
+109
| +0.5% | +$2.78K | 0.04% | 88 |
|
|
2025
Q3 | $557K | Buy |
21,136
+5,380
| +34% | +$140K | 0.04% | 87 |
|
|
2025
Q2 | $371K | Hold |
15,756
| – | – | 0.04% | 80 |
|
|
2025
Q1 | $342K | Buy |
15,756
+640
| +4% | +$14.9K | 0.04% | 81 |
|
|
2024
Q4 | $356K | Buy |
15,116
+1,491
| +11% | +$36.8K | 0.04% | 81 |
|
|
2024
Q3 | $318K | Hold |
13,625
| – | – | 0.03% | 89 |
|
|
2024
Q2 | $273K | Sell |
13,625
-210
| -2% | -$4.07K | 0.03% | 86 |
|
|
2024
Q1 | $291K | Sell |
13,835
-26,778
| -66% | -$506K | 0.03% | 84 |
|
|
2023
Q4 | $787K | Hold |
40,613
| – | – | 0.1% | 60 |
|
|
2023
Q3 | $699K | Buy |
40,613
+7,905
| +24% | +$150K | 0.09% | 68 |
|
|
2023
Q2 | $583K | Hold |
32,708
| – | – | 0.07% | 72 |
|
|
2023
Q1 | $607K | Sell |
32,708
-11,439
| -26% | -$249K | 0.08% | 74 |
|
|
2022
Q4 | $952K | Sell |
44,147
-500
| -1% | -$10.8K | 0.11% | 67 |
|
|
2022
Q3 | $896K | Sell |
44,647
-1,456
| -3% | -$30.7K | 0.12% | 67 |
|
|
2022
Q2 | $864K | Sell |
46,103
-139
| -0.3% | -$2.87K | 0.1% | 71 |
|
|
2022
Q1 | $1.03M | Sell |
46,242
-22,134
| -32% | -$521K | 0.11% | 79 |
|
|
2021
Q4 | $1.49M | Buy |
+68,376
| New | +$1.56M | 0.15% | 68 |
|
|
2020
Q2 | – | Sell |
-16,168
| Closed | -$145K | – | 98 |
|
|
2020
Q1 | $145K | Hold |
16,168
| – | – | 0.03% | 88 |
|
|
2019
Q4 | $277K | Sell |
16,168
-2,781
| -15% | -$45.8K | 0.03% | 89 |
|
|
2019
Q3 | $300K | Buy |
+18,949
| New | +$286K | 0.04% | 82 |
|
|
2016
Q4 | – | Sell |
-74,184
| Closed | -$732K | – | 227 |
|
|
2016
Q3 | $732K | Sell |
74,184
-3,352
| -4% | -$31.4K | 0.18% | 63 |
|
|
2016
Q2 | $660K | Buy |
77,536
+76,182
| +5,626% | +$690K | 0.16% | 65 |
|
|
2016
Q1 | $11K | Buy |
1,354
+7
| +0.5% | +$56 | ﹤0.01% | 232 |
|
|
2015
Q4 | $13K | Buy |
1,347
+7
| +0.5% | +$67 | ﹤0.01% | 186 |
|
|
2015
Q3 | $12K | Buy |
1,340
+6
| +0.4% | +$59 | ﹤0.01% | 189 |
|
|
2015
Q2 | $14K | Sell |
1,334
-2,429
| -65% | -$24.5K | ﹤0.01% | 185 |
|
|
2015
Q1 | $36K | Buy |
+3,763
| New | +$35.6K | 0.01% | 143 |
|
|
2014
Q4 | – | Sell |
-3,897
| Closed | -$39K | – | 235 |
|
|
2014
Q3 | $39K | Buy |
3,897
+5
| +0.1% | +$51 | 0.01% | 141 |
|
|
2014
Q2 | $41K | Buy |
3,892
+3
| +0.1% | +$31 | 0.01% | 150 |
|
|
2014
Q1 | $43K | Sell |
3,889
-605
| -13% | -$6.37K | 0.01% | 139 |
|
|
2013
Q4 | $44K | Buy |
4,494
+3
| +0.1% | +$29 | 0.01% | 150 |
|
|
2013
Q3 | $42K | Buy |
4,491
+3
| +0.1% | +$29 | 0.01% | 160 |
|
|
2013
Q2 | $43K | Buy |
+4,488
| New | +$39.1K | 0.01% | 157 |
|
Other funds holding RF
CapWealth Advisors's RF Position: Q2 2026 in Review
CapWealth Advisors held its Regions Financial (RF) position steady in Q2 2026 at 9,927 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #96.
CapWealth Advisors first reported a position in RF in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.49M in Q4 2021. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.
- CapWealth Advisors held 9,927 shares of Regions Financial worth $300K as of Q2 2026.
- CapWealth Advisors left its Regions Financial share count unchanged in Q2 2026.
- Regions Financial made up 0.02% of CapWealth Advisors's portfolio in Q2 2026, its #96 holding.
- CapWealth Advisors first reported a position in Regions Financial in Q2 2013 and has held it in 35 quarters since.
- CapWealth Advisors's Regions Financial position peaked at $1.49M in Q4 2021.
- 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.
Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.