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Carson Advisory’s Regions Financial RF Stock Holding History

Carson Advisory’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 		$266K Hold
8,799
– – 0.12% 163
2026
Q1 		$230K Sell
8,799
-25
-0.3% -$698 0.12% 166
2025
Q4 		$239K Hold
8,824
– – 0.12% 159
2025
Q3 		$233K Sell
8,824
-200
-2% -$5.2K 0.13% 156
2025
Q2 		$212K Buy
+9,024
New +$191K 0.13% 162
2025
Q1 		– Sell
-8,995
Closed -$212K – 169
2024
Q4 		$212K Sell
8,995
-370
-4% -$9.14K 0.15% 148
2024
Q3 		$218K Buy
+9,365
New +$205K 0.14% 160

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

Carson Advisory's RF Position: Q2 2026 in Review

Carson Advisory held its Regions Financial (RF) position steady in Q2 2026 at 8,799 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #163.

Carson Advisory first reported a position in RF in Q3 2024 and has held it in 7 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Carson Advisory held 8,799 shares of Regions Financial worth $266K as of Q2 2026.
  • Carson Advisory left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.12% of Carson Advisory's portfolio in Q2 2026, its #163 holding.
  • Carson Advisory first reported a position in Regions Financial in Q3 2024 and has held it in 7 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.