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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
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
-15,254
-51% -$253K 0.01% 415
2023
Q3 		$509K Buy
29,620
+15,322
+107% +$290K 0.01% 405
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearstead Advisors's RF Position: Q1 2026 in Review

Clearstead Advisors reduced its Regions Financial (RF) stake by 44% in Q1 2026, selling an estimated $320K and leaving 14,811 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Clearstead Advisors first reported a position in RF in Q1 2017 and has held it in 26 quarters since. The position peaked at $712K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Clearstead Advisors held 14,811 shares of Regions Financial worth $387K as of Q1 2026.
  • Clearstead Advisors sold 11,471 Regions Financial shares in Q1 2026, an estimated $320K.
  • Regions Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #778 holding.
  • Clearstead Advisors first reported a position in Regions Financial in Q1 2017 and has held it in 26 quarters since.
  • Clearstead Advisors's Regions Financial position peaked at $712K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.