CoreCap Advisors’s Regions Financial RF Stock Holding History

CoreCap 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	$40.1K	Sell	1,329 -196	-13%	-$5.5K	﹤0.01%	1496
2026 Q1	$39.9K	Sell	1,525 -697	-31%	-$19.5K	﹤0.01%	1399
2025 Q4	$60.2K	Buy	2,222 +33	+2%	+$843	﹤0.01%	1232
2025 Q3	$57.7K	Buy	2,189 +975	+80%	+$25.3K	﹤0.01%	1255
2025 Q2	$28.6K	Sell	1,214 -134	-10%	-$2.84K	﹤0.01%	1480
2025 Q1	$29.3K	Sell	1,348 -2,152	-61%	-$50.1K	﹤0.01%	1385
2024 Q4	$82.3K	Sell	3,500 -1,037	-23%	-$25.6K	﹤0.01%	995
2024 Q3	$106K	Buy	4,537 +3,272	+259%	+$71.5K	0.01%	885
2024 Q2	$25.4K	Sell	1,265 -943	-43%	-$18.3K	﹤0.01%	832
2024 Q1	$46.5K	Buy	+2,208	New	+$41.8K	﹤0.01%	1146
2022 Q4	$251K	Buy	+11,629	New	+$252K	0.02%	482
2022 Q3	–	Sell	-5,321	Closed	-$100K	–	1731
2022 Q2	$100K	Buy	+5,321	New	+$110K	0.01%	686
2022 Q1	–	Sell	-3,725	Closed	-$81K	–	1726
2021 Q4	$81K	Buy	+3,725	New	+$85.2K	0.01%	836

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CoreCap Advisors's RF Position: Q2 2026 in Review

CoreCap Advisors reduced its Regions Financial (RF) stake by 13% in Q2 2026, selling an estimated $5.5K and leaving 1,329 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

CoreCap Advisors first reported a position in RF in Q4 2021 and has held it in 13 quarters since. The position peaked at $251K in Q4 2022. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

CoreCap Advisors held 1,329 shares of Regions Financial worth $40.1K as of Q2 2026.
CoreCap Advisors sold 196 Regions Financial shares in Q2 2026, an estimated $5.5K.
Regions Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1496 holding.
CoreCap Advisors first reported a position in Regions Financial in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Regions Financial position peaked at $251K in Q4 2022.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.