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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gilliland Jeter Wealth Management's RF Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Regions Financial (RF) stake by 0.09% in Q1 2026, buying an estimated $307 and bringing the position to 11,632 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #153.

Gilliland Jeter Wealth Management first reported a position in RF in Q1 2024 and has held it in 9 quarters since. The position peaked at $315K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Gilliland Jeter Wealth Management held 11,632 shares of Regions Financial worth $304K as of Q1 2026.
  • Gilliland Jeter Wealth Management bought 11 Regions Financial shares in Q1 2026, an estimated $307.
  • Regions Financial made up 0.09% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Gilliland Jeter Wealth Management first reported a position in Regions Financial in Q1 2024 and has held it in 9 quarters since.
  • Gilliland Jeter Wealth Management's Regions Financial position peaked at $315K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.