Evergreen Advisors’s Regions Financial RF Stock Holding History

Evergreen 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	–	Sell	-22	Closed	-$575	–	131
2026 Q1	$575	Buy	+22	New	+$614	﹤0.01%	161

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 $3.38T AUM 44.17% 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

Evergreen Advisors's RF Position: Q2 2026 in Review

Evergreen Advisors sold out of Regions Financial (RF) in Q2 2026, closing a stake of 22 shares — an estimated $575 sold.

Evergreen Advisors first reported a position in RF in Q1 2026 and held it in 1 quarter. The position peaked at $575 in Q1 2026. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Evergreen Advisors reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 22 Regions Financial shares in Q2 2026, an estimated $575.
Evergreen Advisors first reported a position in Regions Financial in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Regions Financial position peaked at $575 in Q1 2026.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.