FA
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Fiduciary Alliance’s Regions Financial RF Stock Holding History

Fiduciary Alliance’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 		$289K Sell
9,583
-7
-0.1% -$196 0.02% 449
2026
Q1 		$267K Buy
9,590
+81
+0.9% +$2.26K 0.02% 471
2025
Q4 		$258K Buy
9,509
+108
+1% +$2.76K 0.02% 448
2025
Q3 		$248K Buy
9,401
+36
+0.4% +$935 0.02% 443
2025
Q2 		$220K Buy
+9,365
New +$198K 0.02% 448

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

Fiduciary Alliance's RF Position: Q2 2026 in Review

Fiduciary Alliance reduced its Regions Financial (RF) stake by 0.07% in Q2 2026, selling an estimated $196 and leaving 9,583 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #449.

Fiduciary Alliance first reported a position in RF in Q2 2025 and has held it in 5 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Fiduciary Alliance held 9,583 shares of Regions Financial worth $289K as of Q2 2026.
  • Fiduciary Alliance sold 7 Regions Financial shares in Q2 2026, an estimated $196.
  • Regions Financial made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #449 holding.
  • Fiduciary Alliance first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.