JNBA Financial Advisors’s Regions Financial RF Stock Holding History

JNBA Financial 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	$6.95K	Buy	230 +112	+95%	+$3.14K	﹤0.01%	562
2026 Q1	$3.08K	Hold	118	–	–	﹤0.01%	681
2025 Q4	$3.2K	Buy	+118	New	+$3.01K	﹤0.01%	627
2024 Q4	–	Sell	-50	Closed	-$1.17K	–	665
2024 Q3	$1.17K	Buy	+50	New	+$1.09K	﹤0.01%	623
2024 Q2	–	Sell	-118	Closed	-$2.48K	–	668
2024 Q1	$2.48K	Hold	118	–	–	﹤0.01%	587
2023 Q4	$2.29K	Hold	118	–	–	﹤0.01%	605
2023 Q3	$2.03K	Hold	118	–	–	﹤0.01%	628
2023 Q2	$2.1K	Hold	118	–	–	﹤0.01%	616
2023 Q1	$2.19K	Hold	118	–	–	﹤0.01%	613
2022 Q4	$2.54K	Hold	118	–	–	﹤0.01%	564
2022 Q3	$2K	Hold	118	–	–	﹤0.01%	615
2022 Q2	$2K	Hold	118	–	–	﹤0.01%	660
2022 Q1	$3K	Hold	118	–	–	﹤0.01%	604
2021 Q4	$3K	Hold	118	–	–	﹤0.01%	707
2021 Q3	$3K	Hold	118	–	–	﹤0.01%	647
2021 Q2	$2K	Hold	118	–	–	﹤0.01%	634
2021 Q1	$2K	Hold	118	–	–	﹤0.01%	607
2020 Q4	$2K	Buy	+118	New	+$1.71K	﹤0.01%	565
2018 Q4	–	Sell	-110,500	Closed	-$2.03M	–	686
2018 Q3	$2.03M	Buy	110,500 +107,750	+3,918%	+$2.03M	0.91%	40
2018 Q2	$49K	Hold	2,750	–	–	0.01%	228
2018 Q1	$51K	Hold	2,750	–	–	0.01%	222
2017 Q4	$48K	Hold	2,750	–	–	0.01%	221
2017 Q3	$42K	Hold	2,750	–	–	0.01%	225
2017 Q2	$40K	Hold	2,750	–	–	0.01%	224
2017 Q1	$40K	Hold	2,750	–	–	0.01%	220
2016 Q4	$39K	Sell	2,750 -1,905	-41%	-$23.5K	0.01%	227
2016 Q3	$46K	Buy	4,655 +1,905	+69%	+$17.8K	0.01%	554
2016 Q2	$23K	Buy	+2,750	New	+$24.9K	0.01%	275
2014 Q4	–	Sell	-138	Closed	-$1K	–	584
2014 Q3	$1K	Buy	+138	New	+$1.41K	﹤0.01%	561

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

JNBA Financial Advisors's RF Position: Q2 2026 in Review

JNBA Financial Advisors increased its Regions Financial (RF) stake by 95% in Q2 2026, buying an estimated $3.14K and bringing the position to 230 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

JNBA Financial Advisors first reported a position in RF in Q3 2014 and has held it in 29 quarters since. The position peaked at $2.03M in Q3 2018. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

JNBA Financial Advisors held 230 shares of Regions Financial worth $6.95K as of Q2 2026.
JNBA Financial Advisors bought 112 Regions Financial shares in Q2 2026, an estimated $3.14K.
Regions Financial made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #562 holding.
JNBA Financial Advisors first reported a position in Regions Financial in Q3 2014 and has held it in 29 quarters since.
JNBA Financial Advisors's Regions Financial position peaked at $2.03M in Q3 2018.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.