GA
RF icon

GoalVest Advisory’s Regions Financial RF Stock Holding History

GoalVest Advisory’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 		– Sell
-530
Closed -$13.8K – 547
2026
Q1 		$13.8K Hold
530
– – ﹤0.01% 354
2025
Q4 		$14.4K Hold
530
– – ﹤0.01% 387
2025
Q3 		$14K Hold
530
– – ﹤0.01% 314
2025
Q2 		$12.5K Buy
530
+522
+6,525% +$11K ﹤0.01% 299
2025
Q1 		$174 Buy
+8
New +$186 ﹤0.01% 467
2024
Q2 		– Sell
-440
Closed -$9.26K – 390
2024
Q1 		$9.26K Buy
440
+260
+144% +$4.92K ﹤0.01% 322
2023
Q4 		$3.49K Buy
+180
New +$2.99K ﹤0.01% 306

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

GoalVest Advisory's RF Position: Q2 2026 in Review

GoalVest Advisory sold out of Regions Financial (RF) in Q2 2026, closing a stake of 530 shares — an estimated $13.8K sold.

GoalVest Advisory first reported a position in RF in Q4 2023 and held it in 7 quarters. The position peaked at $14.4K in Q4 2025. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • GoalVest Advisory reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 530 Regions Financial shares in Q2 2026, an estimated $13.8K.
  • GoalVest Advisory first reported a position in Regions Financial in Q4 2023 and held it in 7 quarters.
  • GoalVest Advisory's Regions Financial position peaked at $14.4K in Q4 2025.
  • 1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.