IAA
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Independent Advisor Alliance’s Regions Financial RF Stock Holding History

Independent Advisor Alliance’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 		$558K Sell
21,344
-1,665
-7% -$46.5K 0.01% 1072
2025
Q4 		$624K Sell
23,009
-1,131
-5% -$28.9K 0.02% 589
2025
Q3 		$637K Sell
24,140
-25,876
-52% -$672K 0.02% 555
2025
Q2 		$1.18M Buy
50,016
+43
+0.1% +$910 0.03% 379
2025
Q1 		$1.09M Buy
49,973
+3,163
+7% +$73.7K 0.04% 361
2024
Q4 		$1.1M Buy
46,810
+4,429
+10% +$109K 0.01% 703
2024
Q3 		$989K Buy
42,381
+1,315
+3% +$28.7K 0.04% 332
2024
Q2 		$823K Buy
41,066
+702
+2% +$13.6K 0.03% 364
2024
Q1 		$849K Sell
40,364
-587
-1% -$11.1K 0.03% 351
2023
Q4 		$794K Sell
40,951
-1,345
-3% -$22.3K 0.03% 343
2023
Q3 		$727K Buy
42,296
+5,546
+15% +$105K 0.03% 346
2023
Q2 		$655K Sell
36,750
-100,648
-73% -$1.78M 0.03% 370
2023
Q1 		$2.55M Buy
137,398
+2,521
+2% +$54.9K 0.12% 151
2022
Q4 		$2.91K Buy
134,877
+8,387
+7% +$182K ﹤0.01% 218
2022
Q3 		$2.54M Buy
126,490
+95,825
+312% +$2.02M 0.15% 132
2022
Q2 		$575K Buy
30,665
+9,474
+45% +$196K 0.03% 348
2022
Q1 		$472K Sell
21,191
-23,124
-52% -$544K 0.02% 410
2021
Q4 		$966K Buy
44,315
+15,575
+54% +$356K 0.05% 283
2021
Q3 		$612K Buy
28,740
+264
+0.9% +$5.25K 0.03% 335
2021
Q2 		$575K Buy
+28,476
New +$616K 0.03% 359
2018
Q4 		– Sell
-10,300
Closed -$180K – 454
2018
Q3 		$180K Buy
+10,300
New +$194K 0.03% 353
2017
Q4 		– Sell
-10,986
Closed -$165K – 333
2017
Q3 		$165K Buy
+10,986
New +$158K 0.05% 252

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

Independent Advisor Alliance's RF Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Regions Financial (RF) stake by 7.2% in Q1 2026, selling an estimated $46.5K and leaving 21,344 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #1072.

Independent Advisor Alliance first reported a position in RF in Q3 2017 and has held it in 22 quarters since. The position peaked at $2.55M in Q1 2023. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Independent Advisor Alliance held 21,344 shares of Regions Financial worth $558K as of Q1 2026.
  • Independent Advisor Alliance sold 1,665 Regions Financial shares in Q1 2026, an estimated $46.5K.
  • Regions Financial made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1072 holding.
  • Independent Advisor Alliance first reported a position in Regions Financial in Q3 2017 and has held it in 22 quarters since.
  • Independent Advisor Alliance's Regions Financial position peaked at $2.55M in Q1 2023.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.