CIAS
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CBIZ Investment Advisory Services’s Regions Financial RF Stock Holding History

CBIZ Investment Advisory Services’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 		$1.95K Hold
74
– – ﹤0.01% 343
2026
Q1 		$1.95K Sell
74
-694
-90% -$19.4K ﹤0.01% 343
2025
Q4 		$21K Buy
768
+191
+33% +$4.88K ﹤0.01% 260
2025
Q3 		$15.4K Buy
577
+74
+15% +$1.92K ﹤0.01% 287
2025
Q2 		$12K Buy
503
+395
+366% +$8.36K ﹤0.01% 325
2025
Q1 		$2.35K Buy
+108
New +$2.52K ﹤0.01% 463

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

CBIZ Investment Advisory Services's RF Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Regions Financial (RF) position steady in Q2 2026 at 74 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

CBIZ Investment Advisory Services first reported a position in RF in Q1 2025 and has held it in 6 quarters since. The position peaked at $21K in Q4 2025. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • CBIZ Investment Advisory Services held 74 shares of Regions Financial worth $1.95K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #343 holding.
  • CBIZ Investment Advisory Services first reported a position in Regions Financial in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Regions Financial position peaked at $21K in Q4 2025.
  • 1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.