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Clearstead Advisors’s Regions Financial RF Stock Holding History

Clearstead Advisors’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 		$605K Buy
20,029
+5,218
+35% +$146K 0.01% 688
2026
Q1 		$387K Sell
14,811
-11,471
-44% -$320K ﹤0.01% 778
2025
Q4 		$712K Buy
26,282
+1,683
+7% +$43K 0.01% 556
2025
Q3 		$649K Buy
24,599
+279
+1% +$7.25K 0.01% 557
2025
Q2 		$572K Buy
24,320
+9,868
+68% +$209K 0.01% 578
2025
Q1 		$314K Buy
14,452
+150
+1% +$3.5K ﹤0.01% 696
2024
Q4 		$336K Sell
14,302
-118
-0.8% -$2.92K 0.01% 681
2024
Q3 		$336K Buy
14,420
+4
+0% +$87 0.01% 681
2024
Q2 		$289K Buy
14,416
+118
+0.8% +$2.29K ﹤0.01% 699
2024
Q1 		$285K Sell
14,298
-68
-0.5% -$1.29K 0.01% 411
2023
Q4 		$278K Sell
14,366
-444
-3% -$7.37K 0.01% 415
2023
Q3 		$255K Buy
14,810
+512
+4% +$9.7K 0.02% 393
2023
Q2 		$255K Sell
14,298
-672
-4% -$11.9K 0.02% 400
2023
Q1 		$278K Buy
14,970
+436
+3% +$9.49K 0.02% 350
2022
Q4 		$313K Sell
14,534
-1,766
-11% -$38.3K 0.02% 325
2022
Q3 		$327K Buy
16,300
+718
+5% +$15.2K 0.03% 294
2022
Q2 		$292K Sell
15,582
-899
-5% -$18.6K 0.02% 325
2022
Q1 		$367K Sell
16,481
-75
-0.5% -$1.76K 0.02% 309
2021
Q4 		$361K Sell
16,556
-284
-2% -$6.5K 0.02% 298
2021
Q3 		$359K Buy
16,840
+10,074
+149% +$200K 0.03% 282
2021
Q2 		$137K Buy
6,766
+1,045
+18% +$22.6K 0.01% 402
2021
Q1 		$118K Buy
5,721
+969
+20% +$18.9K 0.01% 411
2020
Q4 		$77K Buy
4,752
+902
+23% +$13K 0.01% 457
2020
Q3 		$44K Hold
3,850
– – ﹤0.01% 490
2020
Q2 		$43K Buy
+3,850
New +$41K 0.01% 448
2017
Q3 		– Sell
-11,460
Closed -$168K – 254
2017
Q2 		$168K Buy
11,460
+73
+0.6% +$1.03K 0.02% 230
2017
Q1 		$165K Buy
+11,387
New +$168K 0.02% 216

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

Clearstead Advisors's RF Position: Q2 2026 in Review

Clearstead Advisors increased its Regions Financial (RF) stake by 35% in Q2 2026, buying an estimated $146K and bringing the position to 20,029 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #688.

Clearstead Advisors first reported a position in RF in Q1 2017 and has held it in 27 quarters since. The position peaked at $712K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Clearstead Advisors held 20,029 shares of Regions Financial worth $605K as of Q2 2026.
  • Clearstead Advisors bought 5,218 Regions Financial shares in Q2 2026, an estimated $146K.
  • Regions Financial made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #688 holding.
  • Clearstead Advisors first reported a position in Regions Financial in Q1 2017 and has held it in 27 quarters since.
  • Clearstead Advisors's Regions Financial position peaked at $712K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.