JWCA
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J.W. Cole Advisors’s Regions Financial RF Stock Holding History

J.W. Cole 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
Q2 		$1.13M Sell
37,384
-2,168
-5% -$60.9K 0.02% 716
2026
Q1 		$1.03M Buy
39,552
+324
+0.8% +$9.05K 0.03% 368
2025
Q4 		$1M Sell
39,228
-1,055
-3% -$26.9K 0.02% 632
2025
Q3 		$1.06M Buy
40,283
+307
+0.8% +$7.97K 0.02% 696
2025
Q2 		$940K Buy
39,976
+2,726
+7% +$57.7K 0.02% 690
2025
Q1 		$809K Buy
37,250
+4,887
+15% +$114K 0.03% 602
2024
Q4 		$761K Buy
32,363
+8,175
+34% +$202K 0.03% 498
2024
Q3 		$564K Sell
24,188
-608
-2% -$13.3K 0.02% 558
2024
Q2 		$497K Sell
24,796
-563
-2% -$10.9K 0.02% 520
2024
Q1 		$534K Buy
25,359
+1,439
+6% +$27.2K 0.03% 516
2023
Q4 		$464K Buy
23,920
+287
+1% +$4.76K 0.03% 513
2023
Q3 		$406K Sell
23,633
-3,080
-12% -$58.3K 0.03% 468
2023
Q2 		$476K Sell
26,713
-2,934
-10% -$51.8K 0.03% 440
2023
Q1 		$550K Buy
29,647
+202
+0.7% +$4.4K 0.04% 423
2022
Q4 		$635K Buy
29,445
+424
+1% +$9.19K 0.05% 355
2022
Q3 		$582K Buy
29,021
+50
+0.2% +$1.06K 0.05% 355
2022
Q2 		$543K Sell
28,971
-3,550
-11% -$73.3K 0.04% 387
2022
Q1 		$724K Sell
32,521
-8,050
-20% -$189K 0.05% 354
2021
Q4 		$884K Buy
40,571
+489
+1% +$11.2K 0.06% 322
2021
Q3 		$854K Buy
+40,082
New +$798K 0.06% 187
2020
Q4 		– Sell
-15,907
Closed -$183K – 834
2020
Q3 		$183K Buy
+15,907
New +$177K 0.01% 683

Other funds holding RF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

J.W. Cole Advisors's RF Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Regions Financial (RF) stake by 5.5% in Q2 2026, selling an estimated $60.9K and leaving 37,384 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #716.

J.W. Cole Advisors first reported a position in RF in Q3 2020 and has held it in 21 quarters since. 314 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • J.W. Cole Advisors held 37,384 shares of Regions Financial worth $1.13M as of Q2 2026.
  • J.W. Cole Advisors sold 2,168 Regions Financial shares in Q2 2026, an estimated $60.9K.
  • Regions Financial made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #716 holding.
  • J.W. Cole Advisors first reported a position in Regions Financial in Q3 2020 and has held it in 21 quarters since.
  • 314 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.