J. Safra Asset Management’s Regions Financial RF Stock Holding History

J. Safra Asset Management’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	$5.74K	Hold	190	–	–	﹤0.01%	471
2026 Q1	$4.96K	Hold	190	–	–	﹤0.01%	472
2025 Q4	$5.15K	Hold	190	–	–	﹤0.01%	419
2025 Q3	$5.01K	Buy	+190	New	+$4.93K	﹤0.01%	309

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J. Safra Asset Management's RF Position: Q2 2026 in Review

J. Safra Asset Management held its Regions Financial (RF) position steady in Q2 2026 at 190 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

J. Safra Asset Management first reported a position in RF in Q3 2025 and has held it in 4 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

J. Safra Asset Management held 190 shares of Regions Financial worth $5.74K as of Q2 2026.
J. Safra Asset Management left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #471 holding.
J. Safra Asset Management first reported a position in Regions Financial in Q3 2025 and has held it in 4 quarters since.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.