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 Q3	$33.4K	Buy	1,242 +1,135	+1,061%	+$34.4K	﹤0.01%	1094
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

Other funds holding RF

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Golden State Equity Partners's RF Position: Q3 2026 in Review

Golden State Equity Partners increased its Regions Financial (RF) stake by 1,061% in Q3 2026, buying an estimated $34.4K and bringing the position to 1,242 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Golden State Equity Partners first reported a position in RF in Q4 2020 and has held it in 5 quarters since. The position peaked at $455K in Q1 2021. 822 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Golden State Equity Partners held 1,242 shares of Regions Financial worth $33.4K as of Q3 2026.
Golden State Equity Partners bought 1,135 Regions Financial shares in Q3 2026, an estimated $34.4K.
Regions Financial made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #1094 holding.
Golden State Equity Partners first reported a position in Regions Financial in Q4 2020 and has held it in 5 quarters since.
Golden State Equity Partners's Regions Financial position peaked at $455K in Q1 2021.
822 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.