GJWM
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Gilliland Jeter Wealth Management’s Regions Financial RF Stock Holding History

Gilliland Jeter Wealth Management’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 		$352K Buy
11,643
+11
+0.1% +$309 0.09% 150
2026
Q1 		$304K Buy
11,632
+11
+0.1% +$307 0.09% 153
2025
Q4 		$315K Buy
11,621
+12
+0.1% +$306 0.1% 143
2025
Q3 		$306K Buy
11,609
+12
+0.1% +$312 0.09% 146
2025
Q2 		$273K Buy
11,597
+12
+0.1% +$254 0.09% 149
2025
Q1 		$252K Sell
11,585
-18
-0.2% -$419 0.09% 154
2024
Q4 		$273K Buy
11,603
+11
+0.1% +$272 0.09% 146
2024
Q3 		$270K Buy
11,592
+6,081
+110% +$133K 0.09% 148
2024
Q2 		$110K Buy
5,511
+12
+0.2% +$233 0.04% 205
2024
Q1 		$116K Buy
+5,499
New +$104K 0.04% 203

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

Gilliland Jeter Wealth Management's RF Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Regions Financial (RF) stake by 0.09% in Q2 2026, buying an estimated $309 and bringing the position to 11,643 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #150.

Gilliland Jeter Wealth Management first reported a position in RF in Q1 2024 and has held it in 10 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Gilliland Jeter Wealth Management held 11,643 shares of Regions Financial worth $352K as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 11 Regions Financial shares in Q2 2026, an estimated $309.
  • Regions Financial made up 0.09% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Gilliland Jeter Wealth Management first reported a position in Regions Financial in Q1 2024 and has held it in 10 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.