HAG
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HighPoint Advisor Group’s Regions Financial RF Stock Holding History

HighPoint Advisor 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
Q1 		– Sell
-8,391
Closed -$227K – 958
2025
Q4 		$227K Buy
8,391
+139
+2% +$3.55K 0.01% 979
2025
Q3 		$218K Buy
+8,252
New +$214K 0.01% 633
2017
Q3 		– Sell
-493
Closed -$232K – 290
2017
Q2 		$232K Hold
493
– – 0.07% 242
2017
Q1 		$232K Sell
493
-41,136
-99% -$607K 0.07% 242
2016
Q4 		$662K Sell
41,629
-7,201
-15% -$89K 0.21% 130
2016
Q3 		$643K Buy
+48,830
New +$457K 0.23% 116

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighPoint Advisor Group's RF Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Regions Financial (RF) in Q1 2026, closing a stake of 8,391 shares — an estimated $227K sold.

HighPoint Advisor Group first reported a position in RF in Q3 2016 and held it in 6 quarters. The position peaked at $662K in Q4 2016. 1,079 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 8,391 Regions Financial shares in Q1 2026, an estimated $227K.
  • HighPoint Advisor Group first reported a position in Regions Financial in Q3 2016 and held it in 6 quarters.
  • HighPoint Advisor Group's Regions Financial position peaked at $662K in Q4 2016.
  • 1,079 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.