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Garton & Associates Financial Advisors’s Regions Financial RF Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-601
Closed -$16.3K – 574
2025
Q4 		$16.3K Buy
+601
New +$15.3K 0.01% 704

Other funds holding RF

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Vanguard Capital Management
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garton & Associates Financial Advisors's RF Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Regions Financial (RF) in Q1 2026, closing a stake of 601 shares — an estimated $16.3K sold.

Garton & Associates Financial Advisors first reported a position in RF in Q4 2025 and held it in 1 quarter. The position peaked at $16.3K in Q4 2025. 1,079 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 601 Regions Financial shares in Q1 2026, an estimated $16.3K.
  • Garton & Associates Financial Advisors first reported a position in Regions Financial in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Regions Financial position peaked at $16.3K in Q4 2025.
  • 1,079 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.