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Dana Investment Advisors’s Regions Financial RF Stock Holding History

Dana 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 		$3.29M Sell
109,002
-676
-0.6% -$19K 0.09% 254
2026
Q1 		$2.86M Sell
109,678
-1,140
-1% -$31.8K 0.09% 256
2025
Q4 		$3M Sell
110,818
-184
-0.2% -$4.7K 0.09% 239
2025
Q3 		$2.93M Sell
111,002
-3,355
-3% -$87.1K 0.09% 241
2025
Q2 		$2.69M Sell
114,357
-988
-0.9% -$20.9K 0.09% 242
2025
Q1 		$2.51M Sell
115,345
-1,283
-1% -$29.9K 0.09% 246
2024
Q4 		$2.74M Sell
116,628
-15,130
-11% -$374K 0.09% 247
2024
Q3 		$3.07M Sell
131,758
-1,131
-0.9% -$24.7K 0.1% 231
2024
Q2 		$2.66M Sell
132,889
-3,435
-3% -$66.6K 0.09% 248
2024
Q1 		$2.87M Buy
+136,324
New +$2.58M 0.1% 239
2017
Q2 		– Sell
-175,256
Closed -$2.55M – 292
2017
Q1 		$2.55M Buy
+175,256
New +$2.59M 0.12% 140
2014
Q1 		– Sell
-54,866
Closed -$543K – 278
2013
Q4 		$543K Sell
54,866
-1,457,348
-96% -$14M 0.03% 221
2013
Q3 		$14M Buy
1,512,214
+1,246,659
+469% +$12.2M 1.01% 48
2013
Q2 		$2.53M Buy
+265,555
New +$2.31M 0.19% 102

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

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

Dana Investment Advisors reduced its Regions Financial (RF) stake by 0.62% in Q2 2026, selling an estimated $19K and leaving 109,002 shares worth $3.29M. The position accounts for 0.09% of the portfolio, ranked #254.

Dana Investment Advisors first reported a position in RF in Q2 2013 and has held it in 14 quarters since. The position peaked at $14M in Q3 2013. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Dana Investment Advisors held 109,002 shares of Regions Financial worth $3.29M as of Q2 2026.
  • Dana Investment Advisors sold 676 Regions Financial shares in Q2 2026, an estimated $19K.
  • Regions Financial made up 0.09% of Dana Investment Advisors's portfolio in Q2 2026, its #254 holding.
  • Dana Investment Advisors first reported a position in Regions Financial in Q2 2013 and has held it in 14 quarters since.
  • Dana Investment Advisors's Regions Financial position peaked at $14M in Q3 2013.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.