JWA
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JFS Wealth Advisors’s Regions Financial RF Stock Holding History

JFS Wealth 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 		$12.5K Buy
412
+21
+5% +$589 ﹤0.01% 916
2026
Q1 		$10.3K Buy
391
+22
+6% +$614 ﹤0.01% 942
2025
Q4 		$10K Buy
369
+178
+93% +$4.55K ﹤0.01% 971
2025
Q3 		$5.04K Sell
191
-6
-3% -$156 ﹤0.01% 1116
2025
Q2 		$4.63K Sell
197
-279
-59% -$5.91K ﹤0.01% 1112
2025
Q1 		$10.3K Buy
476
+154
+48% +$3.59K ﹤0.01% 874
2024
Q4 		$7.57K Buy
322
+87
+37% +$2.15K ﹤0.01% 957
2024
Q3 		$5.48K Sell
235
-128
-35% -$2.8K ﹤0.01% 1084
2024
Q2 		$7.28K Sell
363
-35
-9% -$679 ﹤0.01% 903
2024
Q1 		$8.37K Buy
398
+72
+22% +$1.36K ﹤0.01% 878
2023
Q4 		$6.32K Buy
326
+1
+0.3% +$17 ﹤0.01% 962
2023
Q3 		$5.59K Buy
325
+67
+26% +$1.27K ﹤0.01% 952
2023
Q2 		$4.6K Buy
258
+111
+76% +$1.96K ﹤0.01% 1043
2023
Q1 		$2.73K Sell
147
-206
-58% -$4.49K ﹤0.01% 1239
2022
Q4 		$7.61K Sell
353
-13
-4% -$282 ﹤0.01% 817
2022
Q3 		$7K Buy
366
+145
+66% +$3.06K ﹤0.01% 871
2022
Q2 		$4K Sell
221
-62
-22% -$1.28K ﹤0.01% 1109
2022
Q1 		$6K Buy
283
+174
+160% +$4.09K ﹤0.01% 996
2021
Q4 		$2K Buy
+109
New +$2.49K ﹤0.01% 1145
2015
Q1 		– Sell
-1,459
Closed -$15K – 536
2014
Q4 		$15K Buy
+1,459
New +$14.6K ﹤0.01% 324

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JFS Wealth Advisors's RF Position: Q2 2026 in Review

JFS Wealth Advisors increased its Regions Financial (RF) stake by 5.4% in Q2 2026, buying an estimated $589 and bringing the position to 412 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

JFS Wealth Advisors first reported a position in RF in Q4 2014 and has held it in 20 quarters since. The position peaked at $15K in Q4 2014. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • JFS Wealth Advisors held 412 shares of Regions Financial worth $12.5K as of Q2 2026.
  • JFS Wealth Advisors bought 21 Regions Financial shares in Q2 2026, an estimated $589.
  • Regions Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #916 holding.
  • JFS Wealth Advisors first reported a position in Regions Financial in Q4 2014 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Regions Financial position peaked at $15K in Q4 2014.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.