Helen Stephens Group
RF icon

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
Q3 		$448K Buy
16,482
+143
+0.9% +$4.33K 0.07% 94
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% +$3.68K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Helen Stephens Group's RF Position: Q3 2026 in Review

Helen Stephens Group increased its Regions Financial (RF) stake by 0.88% in Q3 2026, buying an estimated $4.33K and bringing the position to 16,482 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #94.

Helen Stephens Group first reported a position in RF in Q4 2021 and has held it in 20 quarters since. The position peaked at $498K in Q2 2026. 640 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Helen Stephens Group held 16,482 shares of Regions Financial worth $448K as of Q3 2026.
  • Helen Stephens Group bought 143 Regions Financial shares in Q3 2026, an estimated $4.33K.
  • Regions Financial made up 0.07% of Helen Stephens Group's portfolio in Q3 2026, its #94 holding.
  • Helen Stephens Group first reported a position in Regions Financial in Q4 2021 and has held it in 20 quarters since.
  • Helen Stephens Group's Regions Financial position peaked at $498K in Q2 2026.
  • 640 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.