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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
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 $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

Dana Investment Advisors's RF Position: Q1 2026 in Review

Dana Investment Advisors reduced its Regions Financial (RF) stake by 1% in Q1 2026, selling an estimated $31.8K and leaving 109,678 shares worth $2.86M. The position accounts for 0.09% of the portfolio, ranked #256.

Dana Investment Advisors first reported a position in RF in Q2 2013 and has held it in 13 quarters since. The position peaked at $14M in Q3 2013. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Dana Investment Advisors held 109,678 shares of Regions Financial worth $2.86M as of Q1 2026.
  • Dana Investment Advisors sold 1,140 Regions Financial shares in Q1 2026, an estimated $31.8K.
  • Regions Financial made up 0.09% of Dana Investment Advisors's portfolio in Q1 2026, its #256 holding.
  • Dana Investment Advisors first reported a position in Regions Financial in Q2 2013 and has held it in 13 quarters since.
  • Dana Investment Advisors's Regions Financial position peaked at $14M in Q3 2013.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.