Foundations Investment Advisors’s Regions Financial RF Stock Holding History

Foundations 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 Q2	$244K	Sell	8,084 -1,641	-17%	-$46.1K	﹤0.01%	1063
2026 Q1	$254K	Buy	+9,725	New	+$272K	﹤0.01%	977
2025 Q3	–	Sell	-14,247	Closed	-$335K	–	1082
2025 Q2	$335K	Buy	14,247 +1,977	+16%	+$41.8K	0.01%	705
2025 Q1	$267K	Sell	12,270 -9,609	-44%	-$224K	﹤0.01%	748
2024 Q4	$515K	Buy	21,879 +9,371	+75%	+$232K	0.01%	534
2024 Q3	$292K	Buy	12,508 +170	+1%	+$3.71K	0.01%	640
2024 Q2	$247K	Buy	+12,338	New	+$239K	0.01%	658

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

Foundations Investment Advisors's RF Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Regions Financial (RF) stake by 17% in Q2 2026, selling an estimated $46.1K and leaving 8,084 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Foundations Investment Advisors first reported a position in RF in Q2 2024 and has held it in 7 quarters since. The position peaked at $515K in Q4 2024. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Foundations Investment Advisors held 8,084 shares of Regions Financial worth $244K as of Q2 2026.
Foundations Investment Advisors sold 1,641 Regions Financial shares in Q2 2026, an estimated $46.1K.
Regions Financial made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1063 holding.
Foundations Investment Advisors first reported a position in Regions Financial in Q2 2024 and has held it in 7 quarters since.
Foundations Investment Advisors's Regions Financial position peaked at $515K in Q4 2024.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.