Helen Stephens Group’s Regions Financial RF Stock Holding History

Helen Stephens Group’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	$498K	Sell	16,339 -1,325	-8%	-$37.2K	0.08%	90
2026 Q1	$461K	Buy	17,664 +171	+1%	+$4.78K	0.09%	81
2025 Q4	$474K	Buy	17,493 +175	+1%	+$4.47K	0.1%	68
2025 Q3	$457K	Buy	17,318 +181	+1%	+$4.7K	0.1%	70
2025 Q2	$403K	Buy	17,137 +198	+1%	+$4.19K	0.1%	62
2025 Q1	$368K	Buy	16,939 +176	+1%	+$4.1K	0.1%	61
2024 Q4	$394K	Buy	16,763 +183	+1%	+$4.52K	0.12%	61
2024 Q3	$387K	Buy	16,580 +193	+1%	+$4.22K	0.12%	61
2024 Q2	$328K	Buy	16,387 +190	+1%	+$3.69K	0.11%	63
2024 Q1	$341K	Buy	16,197 +202	+1%	+$3.82K	0.13%	54
2023 Q4	$310K	Hold	15,995	–	–	0.14%	56
2023 Q3	$275K	Buy	15,995 +173	+1%	+$3.28K	0.14%	54
2023 Q2	$282K	Buy	15,822 +170	+1%	+$3K	0.14%	54
2023 Q1	$291K	Buy	15,652 +143	+0.9%	+$3.11K	0.15%	59
2022 Q4	$334K	Buy	15,509 +151	+1%	+$3.27K	0.2%	57
2022 Q3	$308K	Buy	15,358 +138	+0.9%	+$2.91K	0.22%	49
2022 Q2	$285K	Buy	15,220 +117	+0.8%	+$2.42K	0.2%	48
2022 Q1	$336K	Buy	15,103 +113	+0.8%	+$2.66K	0.23%	42
2021 Q4	$327K	Buy	+14,990	New	+$343K	0.26%	39

Other funds holding RF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Helen Stephens Group's RF Position: Q2 2026 in Review

Helen Stephens Group reduced its Regions Financial (RF) stake by 7.5% in Q2 2026, selling an estimated $37.2K and leaving 16,339 shares worth $498K. The position accounts for 0.08% of the portfolio, ranked #90.

Helen Stephens Group first reported a position in RF in Q4 2021 and has held it in 19 quarters since. 457 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Helen Stephens Group held 16,339 shares of Regions Financial worth $498K as of Q2 2026.
Helen Stephens Group sold 1,325 Regions Financial shares in Q2 2026, an estimated $37.2K.
Regions Financial made up 0.08% of Helen Stephens Group's portfolio in Q2 2026, its #90 holding.
Helen Stephens Group first reported a position in Regions Financial in Q4 2021 and has held it in 19 quarters since.
457 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.