Gilliland Jeter Wealth Management
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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
Q3 		$313K Buy
11,653
+10
+0.1% +$303 0.08% 161
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM

Gilliland Jeter Wealth Management's RF Position: Q3 2026 in Review

Gilliland Jeter Wealth Management increased its Regions Financial (RF) stake by 0.09% in Q3 2026, buying an estimated $303 and bringing the position to 11,653 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #161.

Gilliland Jeter Wealth Management first reported a position in RF in Q1 2024 and has held it in 11 quarters since. The position peaked at $352K in Q2 2026. 750 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Gilliland Jeter Wealth Management held 11,653 shares of Regions Financial worth $313K as of Q3 2026.
  • Gilliland Jeter Wealth Management bought 10 Regions Financial shares in Q3 2026, an estimated $303.
  • Regions Financial made up 0.08% of Gilliland Jeter Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Gilliland Jeter Wealth Management first reported a position in Regions Financial in Q1 2024 and has held it in 11 quarters since.
  • Gilliland Jeter Wealth Management's Regions Financial position peaked at $352K in Q2 2026.
  • 750 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.