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Golden State Equity Partners’s Regions Financial RF Stock Holding History

Golden State Equity Partners’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 		$3.23K Sell
107
-1,057
-91% -$29.7K 0.01% 274
2026
Q1 		$30.4K Buy
+1,164
New +$32.5K ﹤0.01% 982
2021
Q2 		– Sell
-22,012
Closed -$455K – 276
2021
Q1 		$455K Sell
22,012
-571
-3% -$11.2K 0.26% 95
2020
Q4 		$364K Buy
+22,583
New +$327K 0.25% 111

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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

Golden State Equity Partners's RF Position: Q2 2026 in Review

Golden State Equity Partners reduced its Regions Financial (RF) stake by 91% in Q2 2026, selling an estimated $29.7K and leaving 107 shares worth $3.23K. The position accounts for 0.01% of the portfolio, ranked #274.

Golden State Equity Partners first reported a position in RF in Q4 2020 and has held it in 4 quarters since. The position peaked at $455K in Q1 2021. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Golden State Equity Partners held 107 shares of Regions Financial worth $3.23K as of Q2 2026.
  • Golden State Equity Partners sold 1,057 Regions Financial shares in Q2 2026, an estimated $29.7K.
  • Regions Financial made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #274 holding.
  • Golden State Equity Partners first reported a position in Regions Financial in Q4 2020 and has held it in 4 quarters since.
  • Golden State Equity Partners's Regions Financial position peaked at $455K in Q1 2021.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.