Guerra Pan Advisors’s Regions Financial RF Stock Holding History

Guerra Pan Advisors’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	$285K	Hold	9,435	–	–	0.16%	98
2026 Q1	$246K	Hold	9,435	–	–	0.15%	103
2025 Q4	$256K	Hold	9,435	–	–	0.15%	95
2025 Q3	$249K	Hold	9,435	–	–	0.15%	100
2025 Q2	$222K	Hold	9,435	–	–	0.15%	102
2025 Q1	$205K	Hold	9,435	–	–	0.16%	104
2024 Q4	$222K	Hold	9,435	–	–	0.16%	105
2024 Q3	$220K	Buy	+9,435	New	+$206K	0.18%	98
2023 Q1	–	Sell	-12,410	Closed	-$268K	–	95
2022 Q4	$268K	Hold	12,410	–	–	0.37%	72
2022 Q3	$254K	Hold	12,410	–	–	0.37%	70
2022 Q2	$263K	Hold	12,410	–	–	0.33%	74
2022 Q1	$264K	Hold	12,410	–	–	0.32%	79
2021 Q4	$271K	Buy	+12,410	New	+$284K	0.27%	87

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Guerra Pan Advisors's RF Position: Q2 2026 in Review

Guerra Pan Advisors held its Regions Financial (RF) position steady in Q2 2026 at 9,435 shares worth $285K. The position accounts for 0.16% of the portfolio, ranked #98.

Guerra Pan Advisors first reported a position in RF in Q4 2021 and has held it in 13 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Guerra Pan Advisors held 9,435 shares of Regions Financial worth $285K as of Q2 2026.
Guerra Pan Advisors left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up 0.16% of Guerra Pan Advisors's portfolio in Q2 2026, its #98 holding.
Guerra Pan Advisors first reported a position in Regions Financial in Q4 2021 and has held it in 13 quarters since.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.