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Concurrent Investment Advisors’s Regions Financial RF Stock Holding History

Concurrent Investment 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 		$4.35M Buy
143,971
+7,338
+5% +$206K 0.04% 473
2026
Q1 		$3.57M Sell
136,633
-2,395
-2% -$66.9K 0.04% 437
2025
Q4 		$3.77M Buy
139,028
+18,159
+15% +$464K 0.04% 396
2025
Q3 		$3.19M Buy
120,869
+389
+0.3% +$10.1K 0.05% 337
2025
Q2 		$2.83M Sell
120,480
-18,932
-14% -$401K 0.05% 346
2025
Q1 		$3.03M Buy
139,412
+109,884
+372% +$2.56M 0.07% 277
2024
Q4 		$694K Buy
29,528
+13,513
+84% +$334K 0.02% 582
2024
Q3 		$374K Sell
16,015
-70,700
-82% -$1.55M 0.01% 703
2024
Q2 		$1.74M Buy
86,715
+1,148
+1% +$22.3K 0.06% 309
2024
Q1 		$1.8M Buy
85,567
+311
+0.4% +$5.88K 0.07% 260
2023
Q4 		$1.65M Buy
+85,256
New +$1.41M 0.08% 258

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's RF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Regions Financial (RF) stake by 5.4% in Q2 2026, buying an estimated $206K and bringing the position to 143,971 shares worth $4.35M. The position accounts for 0.04% of the portfolio, ranked #473.

Concurrent Investment Advisors first reported a position in RF in Q4 2023 and has held it in 11 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Concurrent Investment Advisors held 143,971 shares of Regions Financial worth $4.35M as of Q2 2026.
  • Concurrent Investment Advisors bought 7,338 Regions Financial shares in Q2 2026, an estimated $206K.
  • Regions Financial made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #473 holding.
  • Concurrent Investment Advisors first reported a position in Regions Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.