Harbor Investment Advisory’s Regions Financial RF Stock Holding History

Harbor Investment 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	$15.4K	Hold	510	–	–	﹤0.01%	987
2026 Q1	$13.3K	Sell	510 -325	-39%	-$9.07K	﹤0.01%	857
2025 Q4	$22.6K	Buy	835 +510	+157%	+$13K	﹤0.01%	802
2025 Q3	$8.57K	Hold	325	–	–	﹤0.01%	929
2025 Q2	$7.64K	Hold	325	–	–	﹤0.01%	936
2025 Q1	$7.06K	Hold	325	–	–	﹤0.01%	936
2024 Q4	$7.64K	Hold	325	–	–	﹤0.01%	919
2024 Q3	$7.58K	Sell	325 -17	-5%	-$372	﹤0.01%	925
2024 Q2	$6.85K	Sell	342 -366	-52%	-$7.1K	﹤0.01%	925
2024 Q1	$14.9K	Buy	708 +83	+13%	+$1.57K	﹤0.01%	790
2023 Q4	$12.1K	Hold	625	–	–	﹤0.01%	803
2023 Q3	$10.8K	Hold	625	–	–	﹤0.01%	805
2023 Q2	$11.1K	Hold	625	–	–	﹤0.01%	1010
2023 Q1	$11.6K	Hold	625	–	–	﹤0.01%	1006
2022 Q4	$13.5K	Hold	625	–	–	﹤0.01%	974
2022 Q3	$13K	Hold	625	–	–	﹤0.01%	1002
2022 Q2	$12K	Hold	625	–	–	﹤0.01%	1005
2022 Q1	$14K	Sell	625 -300	-32%	-$7.06K	﹤0.01%	1004
2021 Q4	$20K	Hold	925	–	–	﹤0.01%	935
2021 Q3	$20K	Hold	925	–	–	﹤0.01%	944
2021 Q2	$19K	Hold	925	–	–	﹤0.01%	911
2021 Q1	$19K	Hold	925	–	–	﹤0.01%	888
2020 Q4	$15K	Buy	925 +600	+185%	+$8.68K	﹤0.01%	868
2020 Q3	$4K	Hold	325	–	–	﹤0.01%	974
2020 Q2	$4K	Buy	+325	New	+$3.46K	﹤0.01%	902

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 $3.38T AUM 44.17% 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

Harbor Investment Advisory's RF Position: Q2 2026 in Review

Harbor Investment Advisory held its Regions Financial (RF) position steady in Q2 2026 at 510 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Harbor Investment Advisory first reported a position in RF in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.6K in Q4 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Harbor Investment Advisory held 510 shares of Regions Financial worth $15.4K as of Q2 2026.
Harbor Investment Advisory left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #987 holding.
Harbor Investment Advisory first reported a position in Regions Financial in Q2 2020 and has held it in 25 quarters since.
Harbor Investment Advisory's Regions Financial position peaked at $22.6K in Q4 2025.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.