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Halbert Hargrove Global Advisors’s Regions Financial RF Stock Holding History

Halbert Hargrove Global 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 		$286 Buy
+9
New +$253 ﹤0.01% 604
2025
Q4 		– Sell
-288
Closed -$7.59K – 670
2025
Q3 		$7.59K Buy
+288
New +$7.48K ﹤0.01% 362
2025
Q2 		– Sell
-80
Closed -$1.74K – 581
2025
Q1 		$1.74K Buy
+80
New +$1.86K ﹤0.01% 413

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

Halbert Hargrove Global Advisors's RF Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Regions Financial (RF) in Q2 2026: 9 shares worth $286. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in RF as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in RF in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.59K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Halbert Hargrove Global Advisors held 9 shares of Regions Financial worth $286 as of Q2 2026.
  • Regions Financial was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Regions Financial made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #604 holding.
  • Halbert Hargrove Global Advisors first reported a position in Regions Financial in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Regions Financial position peaked at $7.59K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.