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Intellus Advisors’s Regions Financial RF Stock Holding History

Intellus Advisors’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 		$392K Hold
15,000
– – 0.05% 83
2025
Q4 		$407K Hold
15,000
– – 0.05% 84
2025
Q3 		$396K Hold
15,000
– – 0.05% 89
2025
Q2 		$353K Hold
15,000
– – 0.05% 94
2025
Q1 		$326K Hold
15,000
– – 0.06% 91
2024
Q4 		$353K Buy
+15,000
New +$371K 0.06% 82

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

Intellus Advisors's RF Position: Q1 2026 in Review

Intellus Advisors held its Regions Financial (RF) position steady in Q1 2026 at 15,000 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #83.

Intellus Advisors first reported a position in RF in Q4 2024 and has held it in 6 quarters since. The position peaked at $407K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Intellus Advisors held 15,000 shares of Regions Financial worth $392K as of Q1 2026.
  • Intellus Advisors left its Regions Financial share count unchanged in Q1 2026.
  • Regions Financial made up 0.05% of Intellus Advisors's portfolio in Q1 2026, its #83 holding.
  • Intellus Advisors first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's Regions Financial position peaked at $407K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.