ECA
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Elevated Capital Advisors’s Regions Financial RF Stock Holding History

Elevated Capital 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 		$463K Sell
15,324
-19,720
-56% -$554K 0.13% 133
2026
Q1 		$915K Buy
35,044
+32,830
+1,483% +$917K 0.23% 105
2025
Q4 		$60K Buy
+2,214
New +$56.5K 0.01% 338

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

Elevated Capital Advisors's RF Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Regions Financial (RF) stake by 56% in Q2 2026, selling an estimated $554K and leaving 15,324 shares worth $463K. The position accounts for 0.13% of the portfolio, ranked #133.

Elevated Capital Advisors first reported a position in RF in Q4 2025 and has held it in 3 quarters since. The position peaked at $915K in Q1 2026. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Elevated Capital Advisors held 15,324 shares of Regions Financial worth $463K as of Q2 2026.
  • Elevated Capital Advisors sold 19,720 Regions Financial shares in Q2 2026, an estimated $554K.
  • Regions Financial made up 0.13% of Elevated Capital Advisors's portfolio in Q2 2026, its #133 holding.
  • Elevated Capital Advisors first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Regions Financial position peaked at $915K in Q1 2026.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.