EWA
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EverSource Wealth Advisors’s Regions Financial RF Stock Holding History

EverSource Wealth 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 		$734K Sell
24,308
-3,821
-14% -$107K 0.02% 431
2026
Q1 		$735K Buy
28,129
+2,668
+10% +$74.5K 0.02% 465
2025
Q4 		$690K Sell
25,461
-536
-2% -$13.7K 0.03% 434
2025
Q3 		$686K Buy
25,997
+1,533
+6% +$39.8K 0.03% 403
2025
Q2 		$575K Buy
24,464
+4,293
+21% +$90.9K 0.03% 402
2025
Q1 		$438K Buy
20,171
+2,068
+11% +$48.2K 0.02% 411
2024
Q4 		$426K Sell
18,103
-441
-2% -$10.9K 0.02% 409
2024
Q3 		$433K Sell
18,544
-119
-0.6% -$2.6K 0.03% 359
2024
Q2 		$417K Buy
18,663
+433
+2% +$8.4K 0.03% 356
2024
Q1 		$351K Sell
18,230
-439
-2% -$8.3K 0.03% 342
2023
Q4 		$362K Buy
18,669
+2,895
+18% +$48K 0.03% 303
2023
Q3 		$271K Sell
15,774
-965
-6% -$18.3K 0.03% 332
2023
Q2 		$298K Buy
16,739
+249
+2% +$4.39K 0.03% 313
2023
Q1 		$306K Buy
16,490
+10
+0.1% +$218 0.04% 298
2022
Q4 		$355K Buy
16,480
+241
+1% +$5.23K 0.05% 250
2022
Q3 		$326K Buy
16,239
+178
+1% +$3.76K 0.07% 229
2022
Q2 		$301K Buy
16,061
+920
+6% +$19K 0.08% 211
2022
Q1 		$337K Sell
15,141
-6,950
-31% -$164K 0.09% 196
2021
Q4 		$481K Buy
+22,091
New +$505K 0.13% 121

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

EverSource Wealth Advisors's RF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Regions Financial (RF) stake by 14% in Q2 2026, selling an estimated $107K and leaving 24,308 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #431.

EverSource Wealth Advisors first reported a position in RF in Q4 2021 and has held it in 19 quarters since. The position peaked at $735K in Q1 2026. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • EverSource Wealth Advisors held 24,308 shares of Regions Financial worth $734K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,821 Regions Financial shares in Q2 2026, an estimated $107K.
  • Regions Financial made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #431 holding.
  • EverSource Wealth Advisors first reported a position in Regions Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Regions Financial position peaked at $735K in Q1 2026.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.