HSA
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HBK Sorce Advisory’s Regions Financial RF Stock Holding History

HBK Sorce 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
Q1 		$526K Sell
19,041
-1,472
-7% -$41.1K 0.01% 365
2025
Q4 		$634K Buy
20,513
+125
+0.6% +$3.19K 0.01% 326
2025
Q3 		$504K Buy
20,388
+347
+2% +$9.01K 0.01% 362
2025
Q2 		$471K Buy
20,041
+256
+1% +$5.42K 0.01% 351
2025
Q1 		$430K Sell
19,785
-45
-0.2% -$1.05K 0.01% 369
2024
Q4 		$466K Buy
19,830
+24
+0.1% +$593 0.01% 355
2024
Q3 		$462K Sell
19,806
-96
-0.5% -$2.1K 0.01% 352
2024
Q2 		$399K Buy
19,902
+4,827
+32% +$93.6K 0.01% 372
2024
Q1 		$317K Buy
15,075
+3,275
+28% +$61.9K 0.01% 435
2023
Q4 		$229K Buy
+11,800
New +$196K 0.01% 485
2023
Q1 		– Sell
-9,438
Closed -$203K – 780
2022
Q4 		$203K Buy
+9,438
New +$205K 0.01% 654

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HBK Sorce Advisory's RF Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Regions Financial (RF) stake by 7.2% in Q1 2026, selling an estimated $41.1K and leaving 19,041 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #365.

HBK Sorce Advisory first reported a position in RF in Q4 2022 and has held it in 11 quarters since. The position peaked at $634K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • HBK Sorce Advisory held 19,041 shares of Regions Financial worth $526K as of Q1 2026.
  • HBK Sorce Advisory sold 1,472 Regions Financial shares in Q1 2026, an estimated $41.1K.
  • Regions Financial made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #365 holding.
  • HBK Sorce Advisory first reported a position in Regions Financial in Q4 2022 and has held it in 11 quarters since.
  • HBK Sorce Advisory's Regions Financial position peaked at $634K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.