GFA
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Gallagher Fiduciary Advisors’s Regions Financial RF Stock Holding History

Gallagher Fiduciary 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 		$552K Sell
18,284
-364
-2% -$10.2K 0.02% 176
2026
Q1 		$487K Buy
18,648
+156
+0.8% +$4.36K 0.02% 168
2025
Q4 		$501K Buy
18,492
+1,282
+7% +$32.7K 0.02% 182
2025
Q3 		$454K Buy
17,210
+526
+3% +$13.7K 0.02% 182
2025
Q2 		$392K Buy
16,684
+1,262
+8% +$26.7K 0.02% 211
2025
Q1 		$335K Buy
15,422
+578
+4% +$13.5K 0.01% 218
2024
Q4 		$349K Buy
14,844
+2,346
+19% +$58K 0.07% 198
2024
Q3 		$292K Buy
+12,498
New +$273K 0.06% 201

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

Gallagher Fiduciary Advisors's RF Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Regions Financial (RF) stake by 2% in Q2 2026, selling an estimated $10.2K and leaving 18,284 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #176.

Gallagher Fiduciary Advisors first reported a position in RF in Q3 2024 and has held it in 8 quarters since. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Gallagher Fiduciary Advisors held 18,284 shares of Regions Financial worth $552K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 364 Regions Financial shares in Q2 2026, an estimated $10.2K.
  • Regions Financial made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #176 holding.
  • Gallagher Fiduciary Advisors first reported a position in Regions Financial in Q3 2024 and has held it in 8 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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